Building Financial Wisdom for Australian Families

We've spent the past seven years helping families understand money management, from kitchen table budgeting to multi-generational wealth planning. Our approach isn't about get-rich-quick schemes — it's about building genuine financial confidence.

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What Makes Family Finance Different

Traditional financial advice often overlooks the complexity of family dynamics. We focus on practical strategies that work when multiple generations are involved in financial decisions.

Practical Budgeting

Learn spreadsheet techniques that actually work for busy families, including vacation planning, emergency funds, and managing irregular income from family businesses.

Property Planning

Navigate Australia's property market with confidence. Understand stamp duty, investment properties, and how family trusts can protect assets across generations.

Education Funding

From primary school fees to university costs, we help families create realistic education savings plans that don't compromise retirement goals.

Your Learning Journey

Most families see meaningful changes in their financial habits within the first few months. Here's what typically happens when you start applying these principles.

Month 1: Foundation Building

Set up tracking systems that actually stick. Many families discover they're spending 20-30% more than they realized on subscriptions and impulse purchases. We help you create visibility without judgment.

Months 2-3: Habit Formation

Weekly family money meetings become routine. Kids start understanding why certain purchases require discussion, and parents feel more confident making spending decisions together.

Months 4-6: Strategic Thinking

Emergency funds grow steadily. Families typically have their first ,000-,000 buffer by this point, which changes how they handle unexpected expenses like car repairs or medical bills.

Year 1 and Beyond

Long-term goals become achievable reality. Whether it's a family holiday, home renovation, or starting a small business, you'll have both the savings and the planning skills to make it happen.

Common Questions

These are the questions we hear most often from families just starting their financial planning journey.

Most families spend about 30 minutes per week on money management once the systems are in place. The initial setup takes longer — maybe 2-3 hours spread over the first month — but after that, it's quite manageable.

Actually, about 60% of our families have some form of irregular income. We teach you how to create buffer accounts and plan for seasonal fluctuations. It's more challenging than steady wages, but completely manageable with the right approach.

We focus on financial education rather than specific investment recommendations. You'll learn how to evaluate investment options, understand risk, and make informed decisions, but we don't tell you exactly where to put your money.

Our main family financial planning program starts twice yearly — once in March and once in September. The next intake opens in September 2025. We also offer shorter workshops throughout the year.

Meet Your Financial Educators

Our team combines decades of practical experience with real understanding of Australian family dynamics. We've all made financial mistakes ourselves — that's what makes us better teachers.

Dr. Rebecca Patterson

Lead Financial Educator

Rebecca has taught financial literacy at three Australian universities and worked with over 2,000 families since 2018. Her specialty is helping families navigate the tricky conversations about money that many people avoid. She's particularly good at explaining superannuation in plain English.

Learn More About Our Team