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Financial Goal Setting Training for Australian Businesses

We help teams build practical financial planning skills that actually stick. Not theory. Not lectures. Real skills your people can use right away.

Since 2019, we've worked with over 140 Australian businesses across Sydney, Melbourne, and Brisbane. Our approach focuses on hands-on learning that connects to actual workplace situations. Your team learns by doing, not just listening.

Our programs run between September 2025 and March 2026. Small groups, experienced instructors, and content built specifically for Australian business contexts.

Darren Ashford, Lead Financial Training Instructor

Darren Ashford

Lead Financial Training Instructor

Darren spent fifteen years as a financial controller before switching to teaching in 2017. He's practical, patient, and genuinely good at breaking down complex financial concepts without the jargon.

How Our Instructors Work With Your Team

We don't do PowerPoint marathons. Our instructors come from real business backgrounds and they teach the way you'd want to learn if you were sitting in that room.

Darren and our other instructors build sessions around your industry. Retail teams get different examples than construction crews. Manufacturing businesses work through scenarios that match their world.

  • Start with where your team is now, not where a textbook says they should be
  • Use your actual business scenarios to teach concepts
  • Give feedback that's specific and helpful, not generic praise
  • Stay available between sessions for questions that come up back at work
  • Adjust pace based on how the group is actually absorbing material

What Your Team Actually Learns

We cover five core areas over eight weeks. Each module includes real exercises your team completes using scenarios from your industry.

This isn't accounting basics. We look at how money moves through a business and what that means for planning. Your team learns to read the financial story behind the numbers.

  • Understanding cash flow patterns in your specific industry
  • Spotting early warning signs in financial reports
  • Connecting daily operations to financial outcomes
  • Building realistic forecasts based on actual business cycles

Most financial goals fail because they're either too vague or completely disconnected from reality. We help your team set targets they can actually track and adjust.

  • Breaking big targets into monthly checkpoints
  • Aligning department goals with company-wide objectives
  • Creating backup plans before you need them
  • Measuring progress without drowning in metrics

Budgets are planning tools, not prison sentences. Your team learns how to build budgets that guide decisions without creating bureaucracy.

  • Building departmental budgets that connect to company goals
  • Adjusting budgets when business conditions change
  • Communicating budget constraints without killing morale
  • Finding efficiency gains that don't sacrifice quality

When do you invest in new equipment? How do you choose between competing projects? We walk through the decision frameworks that help answer these questions.

  • Calculating true costs beyond the purchase price
  • Comparing investment options fairly
  • Timing major purchases within cash flow cycles
  • Building business cases that get approved

Plans change. Markets shift. The skill is knowing when to stick with your plan and when to adjust. We practice both.

  • Creating simple tracking systems that people actually use
  • Running effective financial review meetings
  • Identifying which variances matter and which don't
  • Communicating financial updates to non-finance team members

What Previous Participants Say

Helena Dvorak from Brisbane logistics company

Helena Dvorak

Operations Manager, Brisbane Logistics

Our management team came in with wildly different financial literacy levels. Darren met each person where they were. By week four, we were having budget conversations that would have been impossible before. The logistics examples he used matched our actual business challenges.

Workshop session showing collaborative learning environment

Lachlan Pemberton

Manufacturing Director, Western Sydney

Best part was the homework between sessions. We applied what we learned to our actual capital equipment decisions. Made mistakes in a safe environment. Got feedback before committing real money. That practical approach saved us from what would have been a poorly timed purchase.

Next Programs Start October 2025

We run programs for teams of 6-12 people. Eight weeks, two sessions per week, at your location or ours in Belconnen.

Programs fill up about six weeks ahead. If you're thinking about autumn 2025 or early 2026, now's the time to talk.