Building Wealth Takes Time, Not Luck
Most people chase quick wins and end up nowhere. We teach the opposite—patient, evidence-based thinking that actually compounds over decades. Our autumn 2025 program starts in March.
Explore Our Program
Why Short-Term Thinking Fails
We've watched people blow through their savings chasing the latest trend. Crypto. Day trading. Property flipping during a boom. And most lose because they're treating markets like slot machines instead of marathons.
Here's what actually works: understanding asset allocation. Recognizing behavioral traps. Building positions slowly. Not reacting to every market headline like your hair's on fire.
Our approach comes from two decades of working with Australian families who wanted financial independence, not lottery tickets. We break down the mental models that matter—compound growth, risk-adjusted returns, tax efficiency—without jargon or false promises.
Learn Our StoryWhat You'll Actually Learn
No fluff. No generic finance advice you can Google. Just practical frameworks that help you make better decisions with your money over the next 20 years.
Portfolio Construction
How to actually build a diversified portfolio that matches your timeline. Not some textbook theory—real allocation strategies we use ourselves and with clients across Sydney.
Behavioral Finance
Why you panic sell at the bottom and buy at the top. We'll show you the psychological traps that destroy returns and how to spot them before they cost you money.
Tax-Aware Strategies
Australian tax law gives you advantages most people ignore. Franking credits. Capital gains timing. Superannuation planning. Small moves that add up to tens of thousands over time.
Program Options for 2025
We run two versions. The foundational track covers core concepts over 12 weeks starting March 2025. The intensive track goes deeper into portfolio management and includes one-on-one reviews, launching in August.
Both programs meet in Seven Hills on weeknight evenings. You'll get access to our case study library, spreadsheet templates, and ongoing Q&A sessions even after the course wraps.
Foundation Track
AUD $1,850 12-week program starting March 2025Perfect if you're just getting serious about long-term wealth building and want solid fundamentals without information overload.
- Weekly 2-hour sessions (Tuesday evenings)
- Asset allocation frameworks and rebalancing
- Behavioral finance case studies
- Tax-efficient investing basics
- Portfolio templates and tools
Intensive Track
AUD $3,400 16-week program starting August 2025For people who already understand basics and want advanced portfolio strategies, direct feedback, and personalized guidance.
- Weekly 2.5-hour deep dives (Wednesday evenings)
- Advanced allocation and hedging strategies
- Three one-on-one portfolio reviews
- Tax optimization workshop series
- Lifetime access to alumni network
Callum Farnsworth
Foundation Track, 2024
"I stopped checking my portfolio every day after week three. That alone was worth it. The behavioral stuff made me realize I was my own worst enemy with constant tinkering."
Ingrid Thorvaldsen
Intensive Track, 2024
"The tax session saved me about $4,000 in my first year just from better timing on capital gains. Not flashy, but that's the point—small edges compound."