Financial Calendar Mastery Program
Whether you're starting your first tax return or managing complex investment portfolios, our structured approach helps you build confidence with Australian financial planning. Real scenarios, practical skills, genuine support.
Start Your JourneyQuestions That Actually Matter
We've structured everything around the questions our participants ask most. Not theoretical stuff—real concerns people have when dealing with their finances throughout the year.
Before You Start
- What records should I actually keep for tax time?
- How do I set up a system that won't fail me in six months?
- Which financial dates do I need to mark right now?
- Should I be worried about quarterly vs yearly planning?
During the Program
- How do I handle unexpected changes mid-year?
- What if my situation doesn't match the examples?
- Can I get feedback on my specific setup?
- Where do I find Australian-specific deadline info?
After Completion
- How do I maintain this system long-term?
- What happens when tax rules change?
- Can I adapt this for business finances later?
- Who do I ask when something confuses me?
Ongoing Support
- Will you update materials when regulations change?
- Can I rejoin sessions if I need a refresher?
- Is there a community for past participants?
- How do I stay current without taking the full program again?
Week Program Duration
Complete All Modules
Average Class Size
What Participants Tell Us
These folks went through the autumn 2024 cohort. They're not finance professionals—just people who wanted better control over their yearly planning.
I was drowning in receipts every tax season. The calendar system they taught us? It's saved me probably 15 hours this year alone. And I actually understand what I'm doing now instead of just panicking in June.
Best part was learning with other people in similar situations. The instructor didn't just lecture—she actually walked us through setting up our own systems. I still refer back to my notes when quarterly deadlines come around.
