Finance Through Connection
We believe the best financial education happens when people learn together. Our community-centered approach connects you with peers who share similar goals, creating an environment where everyone grows through shared experiences and collaborative discovery.
Real Projects, Real Impact
Learning finance theory is one thing – applying it alongside others is where genuine understanding develops. Our collaborative projects give you hands-on experience while building lasting professional relationships. You'll work with people from different backgrounds, each bringing their unique perspective to challenge your thinking.
Portfolio Analysis Teams
Groups of 4-5 members analyze real market scenarios, debate investment strategies, and present findings to the broader community. Past groups have examined everything from renewable energy stocks to emerging market bonds.
Budget Challenge Partnerships
Paired participants work together to create comprehensive financial plans for different life situations – young families, pre-retirees, small business owners. The diversity of perspectives often leads to creative solutions nobody considered alone.
Case Study Collaborations
Multi-member teams tackle complex financial scenarios based on real Australian businesses. Recent projects included analyzing the financial impact of the 2024 interest rate changes on different sectors.
Your Professional Network Grows Here
The relationships you build during our program often become your most valuable professional asset. Our structured networking approach ensures meaningful connections that last well beyond graduation.
Perth & Bunbury
Diverse Professional Backgrounds
Our cohorts include teachers, engineers, small business owners, healthcare workers, and recent graduates. This mix creates rich discussions where everyone learns from different industry perspectives and experiences.
Structured Connection Opportunities
Beyond casual interactions, we organize specific networking events – from informal coffee sessions to professional development workshops. Our August 2025 intake includes quarterly alumni mixers and industry guest speaker events.
Ongoing Support Network
The learning doesn't stop at graduation. Alumni frequently collaborate on business ventures, refer each other for opportunities, and continue meeting informally. Many describe their cohort as their trusted financial advisory board.
Regional Business Connections
Being based in Bunbury gives us strong ties to regional Australian businesses. Program participants often connect with local financial advisors, accountants, and business owners who become mentors and professional contacts.