Learn from Financial Planning Experts
Our comprehensive program connects you with seasoned professionals who bring decades of real-world experience to your financial education journey. Starting August 2025.
Connect with Our TeamMeet Your Financial Mentors
Our program is built around the expertise of financial professionals who've navigated economic changes, market fluctuations, and helped countless individuals build stronger financial foundations.
Kurtis Bellweather
Senior Financial Planning Specialist
With 18 years in financial planning, Kurtis has helped over 2,000 families develop sustainable budgeting strategies. He specializes in debt reduction frameworks and has worked through three major economic downturns, giving him unique insights into financial resilience. His practical approach focuses on building habits rather than complicated spreadsheets.
Rocco Fincastle
Investment Education Director
Rocco brings 22 years of experience from both corporate finance and individual consulting. He's particularly skilled at breaking down complex investment concepts into understandable strategies. Before joining our team, he managed portfolios worth over million and has taught financial literacy at three universities across Australia.
Our Teaching Philosophy
We believe financial education should be practical, personalized, and rooted in real experience rather than textbook theory.
Experience-Based Learning
Every lesson draws from actual client situations and market scenarios our instructors have navigated personally.
We share what worked, what didn't, and why certain strategies proved more resilient over time.
Individual Assessment
Your financial situation is unique, so we start by understanding your specific circumstances, goals, and constraints.
This forms the foundation for all subsequent learning and strategy development.
Gradual Implementation
Rather than overwhelming you with everything at once, we introduce concepts progressively as you master each foundation.
This builds confidence and ensures each step becomes a lasting habit before moving forward.
Ongoing Guidance
Financial planning isn't a one-time activity. We maintain regular check-ins to adjust strategies as your life evolves.
This includes navigating unexpected changes, market shifts, and life transitions.
Foundation
Our holistic approach addresses all aspects of your financial life, ensuring each element supports and strengthens the others.
The Mentorship Difference
Beyond formal lessons, you'll have direct access to professionals who genuinely care about your financial success and growth.
Personal Consultations
Monthly one-on-one sessions to review your progress, address challenges, and refine your approach based on your evolving situation.
Question Support
When you have questions about implementation or encounter unexpected financial decisions, you can reach out for guidance within 24 hours.
Plan Review
Regular evaluation of your financial plans with professional feedback to ensure you're on track and making adjustments when needed.