Financial Workshops Across Australia

Real conversations about money, budgets, and building better habits. Our events bring together people who want to understand their finances without the jargon. From Perth to Sydney, we're hosting sessions that actually help.

What's Coming Up This Year

Budget planning workshop materials
September 14, 2025

Budget Basics Workshop

No spreadsheets required. We'll walk through simple tracking methods that work for busy lives. Bring your questions and we'll sort through them together.

Perth Convention Centre

Financial planning discussion group
October 22, 2025

Debt Management Session

Honest talk about dealing with debt. Real strategies that consider your actual situation, not textbook scenarios. Small group format for genuine discussion.

Melbourne Hub, Collins Street

November 8, 2025

Retirement Planning Q&A

Stop wondering if you're on track. We'll cover super basics, contribution strategies, and answer the questions most people are too embarrassed to ask.

Sydney Community Centre

Workshop facilitator Roland Beckett guiding financial discussion

Monthly Series Starting August 2025

We're running a six-month series focusing on different money topics each session. Roland Beckett, who's been helping Australians sort their finances for twelve years, leads these.

Each workshop runs two hours. We keep groups under twenty people because that's what works for actual conversation.

  • Understanding your spending patterns without judgment
  • Building emergency funds that fit your income
  • Insurance decisions that make sense for your situation
  • Investment basics for people who hate finance speak
Register Interest

Free Webinar Calendar

Join us online from anywhere in Australia. These sessions are casual, recorded if you miss them, and always include time for questions. No sales pitches, just information.

1

Tax Time Preparation

Getting your documents together before June stress hits. What you need, what you don't, and how to make next year easier.

July 18, 2025 at 7:00 PM AWST

2

First Home Saver Schemes

Current government programs explained clearly. Eligibility, application process, and whether it's worth it for your situation.

August 12, 2025 at 6:30 PM AWST

3

Side Income and Tax

ABN requirements, GST thresholds, and keeping records that won't give you headaches. For anyone earning extra through gigs or small business.

September 5, 2025 at 7:00 PM AWST

4

Super Checkup Session

Making sure your superannuation is working properly. Consolidating accounts, checking fees, adjusting investment options.

October 3, 2025 at 6:30 PM AWST

What Previous Attendees Say

Finally someone explained offset accounts in a way that made sense. No finance degree required. Left with actual steps I could take that week.

Event participant Damien Fletcher

Damien Fletcher

Attended March 2024 Workshop

The webinar on investment basics was refreshingly honest. They admitted what they didn't know and focused on practical advice for regular incomes. Appreciated that.

Webinar attendee Vera Thompson

Vera Thompson

Webinar Participant, 2024