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Personal Finance Through Real Teaching

Our autumn 2025 program starts with something most finance courses skip—actual human guidance. Not videos you watch alone at 2am. Real mentorship from people who've spent years teaching everyday Australians how money actually works.

We built this around instructor expertise because finance isn't something you download into your brain. It takes conversation. Questions. Someone who notices when you're confused and adjusts the explanation.

Program begins September 2025. Applications open June.

Finance learning session with personalized instruction approach

Who's Actually Teaching You

These aren't guest speakers who pop in for an hour. They're the ones building lesson plans around how students actually learn, not how textbooks think they should.

Rhys teaching finance fundamentals

Rhys Patterson

Budget Systems & Debt Strategy

Rhys spent eight years at Queensland credit unions before teaching. He explains compound interest through grocery bills and uses real bank statements in class—with permission, obviously. His thing is making you comfortable with numbers that used to feel shameful.

  • Weekly one-on-one budget reviews
  • Teaches through your actual financial situation
  • Available for questions between sessions
Meredith explaining investment concepts

Meredith Carlisle

Investment Basics & Long-term Planning

Before teaching, Meredith worked in financial education for a Melbourne nonprofit. She's good at translating investment terminology into plain Australian English and won't let you leave a session still confused. Her students say she remembers everyone's goals.

  • Small group discussions twice per month
  • Personalizes examples to your timeline
  • Follows up on progress after program ends
Students continuing to apply financial principles months after program completion

What Happens After

We check in with past students because we're curious how this stuff holds up in real life. Turns out, the teaching approach matters more than we thought. People remember conversations better than they remember worksheets.

Still Using It Two Years Later

2023 Cohort Update

Marcus finished the program in late 2023 and we talked to him again last month. He's still using the budget system Rhys walked him through—modified it three times as his life changed, which was kind of the point. Said having someone teach him why it works mattered more than just getting a template.

Applied It Through Major Life Changes

Following 2024 Participant

Ingrid went through a career switch six months after our program ended. She emailed Meredith to talk through adjusting her investment timeline, which we encourage. The sustained application came from understanding the principles, not memorizing steps. She's now helping her sister work through similar planning.

Built Confidence Over Time

Extended Progress Check

Lachlan joined us skeptical that finance education would stick. Year and a half later, he's made decisions he wouldn't have attempted before—refinanced his mortgage, started splitting savings across different goals. What helped most, he said, was having instructors who answered his follow-up questions months after the formal program ended.

Autumn 2025 program opens for applications in June. Classes begin September.

Get Program Details