Financial Planning Webinars for Real People
We run these sessions because there's a gap between what financial advisers assume you know and what most people actually understand. No jargon. No sales pitch. Just practical conversation about money that matters to Australians.
Reserve Your Spot
What You'll Actually Learn
Four progressive modules that build on each other. Start anywhere, but most people find it helpful to follow the sequence. Each session runs 90 minutes with time for your questions.
Budget Foundations
How money actually moves through your life. We look at income patterns, fixed expenses, and the stuff that catches everyone off guard.
- Track spending honestly
- Identify leakage points
- Build buffer zones
- Plan for irregular costs
Debt Strategy
The mathematics of borrowing and paying back. Different debt types behave differently, and timing matters more than people think.
- Compare interest impacts
- Prioritise repayments
- Refinancing decisions
- Good debt vs bad debt
Savings Systems
Where to put money you're not spending today. Account types, emergency funds, and how compound interest actually works over time.
- Choose right accounts
- Automate transfers
- Build emergency funds
- Short vs long goals
Investment Basics
Beyond savings accounts. Shares, super, property investment explained without assuming you've done this before. Risk and timeframe connection.
- Asset class comparison
- Risk tolerance check
- Diversification principles
- Tax considerations
Callum Driscoll
Lead Facilitator
I spent twelve years in financial services before realising most education materials talk over people's heads. These webinars started as kitchen table conversations with mates who had questions their advisers couldn't answer in plain English. Now we run them monthly because turns out a lot of Australians want straight answers about money.
Upcoming Sessions — Winter 2025
All sessions run online via Zoom. You'll get a recording afterwards if you need to duck out early or want to review something. Sessions are capped at 35 people so there's room for discussion.
July
17
Budget Foundations Workshop
Starting point for everyone. We'll work through a real household budget live and show you the tracking method that actually sticks.
7:00 PM AEST
90 minutes
July
31
Debt Management Strategies
The numbers behind paying debt down faster. We compare different approaches with actual calculations so you can see which makes sense for your situation.
7:00 PM AEST
90 minutes
August
14
Building Savings Systems
Where to park money for different timeframes. Account comparison, automation setup, and how much emergency fund you actually need based on your circumstances.
7:00 PM AEST
90 minutes
August
28
Investment Fundamentals
Moving beyond just saving. Asset types explained without finance-speak. Risk versus return connection and why your timeline matters more than market timing.
7:00 PM AEST
90 minutes
September
11
Tax Planning Essentials
Special session before tax time. Deductions, offsets, and timing strategies that make a difference. What you can actually claim and what's not worth the paperwork.
7:00 PM AEST
90 minutes
September
25
Property Investment Reality Check
The numbers behind property as investment. Hidden costs, cash flow requirements, and why location clichés exist for a reason. Not for everyone, but if you're considering it, start here.
7:00 PM AEST
90 minutes
Lachlan Sutherland
Attended Jan 2025
"First financial thing I've sat through that didn't make me feel dumb for asking basic questions. Callum actually explains why things work instead of just telling you what to do. Worth every minute."
Who These Sessions Help
Most participants are working Australians who feel like they should understand money better than they do. Maybe you've got a mortgage but still don't quite get how offset accounts work. Or you're earning decent money but not sure where it all goes.
These webinars work best if you're actually ready to look at your finances honestly. We share spreadsheets and ask you to plug in your real numbers. Not judging anyone's situation — just need people willing to engage with actual figures rather than hypotheticals.
- Basic spreadsheet comfort or willingness to learn
- Recent bank statements handy during session
- Questions about your specific situation
- Stable internet for video participation
- 90 minutes without major interruptions
Sessions fill up about two weeks out. Reserve early if you've got a preferred date. We run them monthly so there's always another chance if life gets in the way.
Get Session Details