Transform Your Financial Future
Master family business finances through our comprehensive 18-month program. Learn from industry experts who've guided hundreds of Australian families toward financial stability and growth.
Start Your JourneyFoundation Track
Perfect for families just starting their business journey. We cover basic financial planning, cash flow management, and setting up proper accounting systems. You'll learn how to separate personal and business finances while building sustainable habits.
6 months · Autumn 2025Growth Management
Designed for established family businesses ready to expand. Focus on investment strategies, risk assessment, and scaling operations while maintaining family values. Includes real case studies from Australian family enterprises.
8 months · Winter 2025Succession Planning
Navigate the complex world of generational wealth transfer. Learn tax optimization, estate planning, and how to prepare the next generation for leadership roles. Essential for families planning long-term legacy.
12 months · Spring 2025Real-World Learning Experience
Our program goes beyond theory. You'll work with actual family business scenarios, analyze real financial challenges, and develop solutions that work in practice, not just on paper.
- Monthly workshops with practicing accountants and financial advisors
- Access to specialized software used by professional firms
- Case study analysis of successful Australian family businesses
- One-on-one mentoring sessions with industry professionals
- Practical exercises using your own business scenarios
- Guest lectures from family business owners and financial experts
Kieran Baxworth
Lead Financial Advisor
Twenty-three years helping Australian families build sustainable businesses. Kieran specializes in multi-generational wealth strategies and has personally guided over 180 family enterprises through major financial transitions. His practical approach focuses on solutions that actually work for busy families.
Zelara Fontwell
Succession Specialist
Expert in generational transitions and family governance structures
Brynley Chelsworth
Tax Consultant
Specializes in family trust structures and tax-efficient business operations
Your Learning Journey
Each phase builds on the previous one, giving you time to implement what you've learned before moving forward. This isn't a rush course – it's designed to create lasting change.
Foundation Phase
Months 1-3
Start with financial fundamentals. You'll set up proper record-keeping systems, learn to read financial statements, and understand cash flow patterns. Most families see immediate improvements in their financial organization during this phase.
Strategy Development
Months 4-8
Build your long-term financial strategy. We'll work on investment planning, risk management, and creating budgets that actually work for your family's unique situation. This phase includes developing your family's financial mission and goals.
Implementation
Months 9-14
Put your plans into action with ongoing support. Regular check-ins help you stay on track while adjusting strategies as your business evolves. You'll start seeing measurable results in your financial stability and growth trajectory.
Mastery & Independence
Months 15-18
Become financially self-sufficient with advanced techniques. Learn sophisticated strategies for wealth building, tax optimization, and succession planning. Graduate with the confidence to handle complex financial decisions independently.
Ready to Begin?
Our next intake starts September 2025. We accept a maximum of 24 families per cohort to ensure personalized attention and meaningful connections with fellow participants.
- Complete our financial readiness assessment to determine the best track for your family's needs
- Schedule a consultation call with our enrollment team to discuss your goals and expectations
- Submit your application along with basic business information and financial objectives
- Receive confirmation and begin preparing for your first workshop session
