Your Financial Planning Toolkit

Everything you need to understand milestone planning, from beginner budgeting to advanced investment strategies. Real templates, actual case studies, and honest guidance from professionals who've helped hundreds of Australians reach their goals.

Budget Templates

Spreadsheets and calculators we actually use with clients. Track expenses, plan for irregular income, and see where your money really goes each month.

Investment Primers

Plain-English explanations of ETFs, property investment basics, and superannuation strategies. No jargon, just what you need to understand your options.

Case Study Library

Real financial journeys from Tasmanians and mainland clients. See how others navigated first home purchases, career changes, and retirement planning.

Goal Worksheets

Step-by-step planning tools for major milestones. Break down big targets into manageable monthly actions with realistic timeframes.

Video Walkthroughs

Screen recordings showing exactly how to use each tool. Watch us work through actual examples at your own pace.

Discussion Forums

Connect with others working toward similar goals. Ask questions, share experiences, and learn from the community. Moderated by our team.

Financial planning workbooks and calculators
Step-by-Step Tutorials

Learn by Doing

Our tutorials walk you through each concept with actual examples. You'll work with the same tools we use in consultations, just at your own speed. Most people find they understand their finances better after spending an afternoon with these materials.

  • Interactive budget builder with Australian tax considerations
  • Mortgage comparison tool showing real scenarios
  • Debt payoff calculator with multiple strategy options
  • Emergency fund planner based on your actual expenses
  • Superannuation projection worksheets
Explore Learning Program

Who Creates These Materials

Financial planners and educators who've spent years explaining complex concepts to real people. They know what questions you'll have because they've answered them hundreds of times.

Tamsin Valdez financial educator

Tamsin Valdez

Investment Education Specialist

Breaks down market concepts for people who've never invested before. Her case studies show actual portfolio growth over five-year periods.

Dmitri Castellano budget planning expert

Dmitri Castellano

Budget Planning Expert

Specializes in helping families track irregular income and expenses. His templates work for freelancers, contractors, and anyone with variable pay.

Isolde Brennan retirement planning advisor

Isolde Brennan

Retirement Planning Advisor

Focuses on superannuation strategies and transition to retirement. Her worksheets help you see what your retirement income might actually look like.

How to Use These Resources

Getting Started Takes About 30 Minutes

Don't feel like you need to download everything at once. Most people start with one area they want to work on, whether that's reducing debt or starting to invest.

  • Pick one financial goal you want to tackle first
  • Download the relevant template and watch the quick intro video
  • Fill out your current numbers honestly
  • Use the calculator to see different scenarios
  • Join the forum if you have questions or want feedback
Person working through financial planning materials

Access Your Materials

All resources are available in multiple formats. Choose what works for your workflow, whether that's Excel, Google Sheets, PDF printouts, or online calculators.

Spreadsheet Templates

Pre-built calculators you can customize. Work in Excel, Sheets, or Numbers depending on what you prefer.

PDF Workbooks

Printable guides with space to write your answers. Some people like working through financial planning on paper first.

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