Building Financial Confidence Through Structured Learning
Money management isn't something most of us were taught growing up. And that gap creates real stress when you're facing decisions about mortgages, investments, or retirement planning. Our program walks you through financial stability concepts step by step, giving you practical tools you can actually use.
Start Your JourneyWhat We Actually Teach
Financial literacy sounds dry on paper. But when you're trying to figure out whether you can afford that house or if your super is on track, it becomes incredibly personal. We break down complex concepts into manageable pieces.
Cash Flow Reality
Understanding where your money goes each month isn't about judgment or restriction. It's about seeing patterns you might have missed and making choices that align with what you actually want from life.
Risk Assessment
Every financial decision involves trade-offs. We help you evaluate options based on your specific situation rather than generic advice that might not fit your circumstances at all.
Long-Term Planning
Retirement feels distant until it suddenly doesn't. We work through realistic scenarios so you can build a strategy that adapts as your life changes over the years.
Market Fundamentals
You don't need to become a finance expert. But understanding how different investment types work helps you have informed conversations with advisors and make decisions with confidence.
How the Program Unfolds
We've designed this as a three-phase journey starting in September 2025. Each phase builds on what came before, but you can move at your own pace depending on what else is happening in your life.
Foundation Phase
We start with the basics that everyone needs but few people learn systematically. Budgeting, debt management, and understanding how interest actually impacts your finances over time. This phase feels eye-opening for most participants because suddenly the numbers start making sense.
Growth Phase
Once you've got solid footing, we explore investment principles and property considerations. This isn't about hot tips or guaranteed strategies. It's about understanding different approaches so you can evaluate what might work for your goals and risk tolerance.
Strategy Phase
The final phase brings everything together. You'll develop a personal financial roadmap that accounts for your specific circumstances, goals, and timeline. Many participants say this is where concepts click into a cohesive picture they can actually act on.
Who You'll Learn From
Leif Bergstrom
Spent fifteen years in financial planning before realizing most people needed education more than products. Now I focus on helping people understand their options clearly enough to make informed choices without pressure or jargon.
Saskia Thorne
My background's in market analysis, but I got tired of the industry's tendency to overcomplicate things. Teaching lets me break down investment concepts into terms that actually resonate with how people think about their money and future security.
