Finance Training That Actually Works

We've spent the last eight years building finance education programs that help Australian businesses make smarter money decisions. No fancy jargon or theoretical concepts — just practical skills your team can use right away.

Discuss Your Training Needs
Business professionals collaborating on financial planning and analysis

Progressive Learning That Makes Sense

Our programs build on each other. Start with basics, move to practical application, then tackle complex scenarios your business faces every day.

Foundation Modules (Weeks 1-3)

We begin with the fundamentals — cash flow, budgeting, and basic financial statements. Your team learns to read numbers accurately and spot potential issues before they become problems.

Cash Flow Analysis Budget Planning Statement Reading Ratio Analysis

Applied Skills (Weeks 4-7)

Now we dig into real-world applications using your actual business data. Participants work through scenarios they recognize — seasonal fluctuations, supplier payment terms, growth planning decisions.

Forecasting Risk Assessment Investment Analysis Cost Management

Strategic Planning (Weeks 8-10)

The final phase focuses on long-term thinking. Teams learn to model different business scenarios, evaluate major decisions, and build financial frameworks for sustainable growth.

Strategic Modeling Decision Analysis Growth Planning Performance Metrics

Ongoing Support (Months 4-6)

Learning doesn't stop after the formal program ends. We provide quarterly check-ins and access to our resource library as your team applies these skills to new challenges.

Quarterly Reviews Resource Library Email Support Template Updates
Penelope Hartwell, Senior Finance Instructor

Penelope Hartwell

Senior Finance Instructor

15 years in corporate finance, specializing in SME growth strategies

Teaching Philosophy That Gets Results

Penelope spent twelve years as a CFO for growing Australian companies before joining our education team. She knows exactly what financial challenges keep business owners awake at night — because she's solved them herself.

Her approach focuses on practical application rather than academic theory. Every concept gets tested against real business situations, and participants leave with tools they can implement immediately.

Case-Based Learning

Work through actual scenarios from Australian businesses. Learn by solving problems similar to what you face every day.

Hands-On Practice

Build financial models using your own business data. Create budgets and forecasts you'll actually use after the course ends.

Peer Discussion

Small groups share challenges and solutions. Often the best insights come from other business owners who've faced similar issues.

Ongoing Mentorship

Get feedback on real decisions you're making. Apply new concepts with guidance from someone who's been there.

Real Results Across Different Industries

Our participants come from manufacturing, retail, professional services, and tech startups. The financial principles work the same way, but each industry faces unique challenges.

Manufacturing Excellence

A Brisbane manufacturer with 45 employees improved their cash flow management after our inventory costing module. They reduced working capital requirements by restructuring supplier payment terms.

  • Better inventory turnover tracking
  • Optimized payment scheduling
  • Clearer cost accounting methods
  • Improved margin analysis

Retail Growth

A Sydney retail chain expanded from three to seven locations using financial planning techniques learned in our strategic module. They now model each new location's potential before signing leases.

  • Location profitability modeling
  • Seasonal cash flow planning
  • Multi-location reporting systems
  • Growth funding strategies

Professional Services

A Melbourne law firm restructured their billing and collection processes after understanding how working capital affects growth. They now track client profitability much more accurately.

  • Client profitability analysis
  • Improved collection processes
  • Better project costing
  • Partner compensation modeling

Technology Startups

A Perth software company used our modeling techniques to prepare for Series A funding. They presented financial projections that impressed investors and secured their target amount.

  • Investor-ready financial models
  • Unit economics understanding
  • Burn rate optimization
  • Growth scenario planning

Next Program Starts September 2025

Business team analyzing financial reports and planning strategies in modern office setting

Program Structure

Ten weeks of intensive learning with three months of follow-up support. Classes meet twice weekly for three-hour sessions, giving participants time to absorb concepts and complete practical exercises between meetings.

Duration: 10 weeks + 3 months support
Schedule: Tuesday & Thursday evenings, 6:00-9:00 PM
Group Size: Maximum 12 participants
Investment: ,450 per participant

What's Included

Everything you need to implement these concepts immediately. We provide templates, tools, and ongoing access to resources that support your business long after the program ends.

Materials: Financial modeling templates and workbooks
Tools: Spreadsheet templates for budgeting and forecasting
Support: Email access to instructor for six months
Resources: Library access with updated materials
Reserve Your Team's Spot