We Started With A Question
Back in 2019, someone asked us why financial planning felt so complicated. Not the numbers part — that's straightforward enough. But the actual planning? The goal setting? That felt unnecessarily tangled.
So we built something different. Not revolutionary. Just clearer.
We're based in Belconnen, and we've been helping people across Australia figure out what they actually want from their money. Not what they should want. What they do want.
How We Actually Work
Most financial education focuses on theory. We focus on your specific situation and what matters to you right now.
Practical Framework
We teach goal setting through real scenarios. Not abstract concepts, but actual decisions you might face next month or next year. Our approach helps you build your own system rather than following someone else's template.
Flexible Learning
Everyone processes information differently. Some people like workshops. Others prefer one-on-one sessions. We offer both, plus written resources you can refer back to whenever you need them.
Long Term Support
Goals change. Life changes. We're still here when your priorities shift. Our autumn 2025 programs include ongoing access to resources and optional check-in sessions throughout the year.
Who You'll Work With
We're a small team. That's intentional. It means when you reach out, you get people who remember your situation and your goals.
Sienna Beaumont
Sienna spent eight years in traditional financial advising before switching to education. She realized most people didn't need complex strategies — they needed clarity on what they were actually trying to achieve.
Neve Ashford
Neve handles most of the day-to-day questions and program coordination. She's also the one who'll follow up if you're stuck on something — not in a pushy way, just checking if you need help.
What Guides Our Work
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No Generic Advice
Your goals aren't going to look like anyone else's. We don't pretend there's a one-size-fits-all approach to financial planning. Every session is built around your actual circumstances.
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Honest Limitations
We're educators, not miracle workers. Some financial situations are complicated and take time to improve. We'll tell you that upfront rather than making promises we can't keep.
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Plain Language
Financial jargon exists to make simple things sound complex. We explain concepts in normal words because that's how you'll remember and use them later.
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Accessible Support
Questions come up between sessions. That's normal. You can reach us by email or phone, and we'll get back to you within a business day — usually sooner.
Let's Talk About Your Goals
We're enrolling for our autumn 2025 programs starting in March. If you're thinking about joining, reach out and we'll explain how it works.