Learn from Financial Planning Veterans
Our instructors bring decades of real-world experience from major financial institutions, boutique advisory firms, and regulatory bodies. They've guided thousands through market volatility and helped build sustainable wealth strategies.
Experience-Driven Learning Framework
Our approach stems from years of watching clients succeed and fail. We've distilled the most common mistakes into preventable lessons and turned successful patterns into teachable frameworks.
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1Case study immersion using real client scenarios from the past decade
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2Interactive workshops where you build actual financial models, not theoretical ones
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3One-on-one mentorship sessions focused on your specific financial situation
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4Access to industry tools and software we use in our daily practice
Meet Your Financial Mentors
These aren't academic instructors – they're practicing financial advisors who still work with clients every day. What they teach you is exactly what they're doing in their own practices.
Francesca Wainwright
Senior Portfolio Strategist
Spent 15 years at Macquarie before launching her boutique practice. Francesca specializes in helping professionals navigate career transitions without derailing their financial goals. She's particularly good at explaining complex investment concepts in everyday language.
Clementine Ashford
Risk Management Specialist
Former Commonwealth Bank executive who now runs a family office serving high-net-worth clients. Clementine has seen every market cycle since the early 2000s and brings hard-earned wisdom about protecting wealth during uncertain times.