Unsure how to create a realistic budget and stick to it?

Feel like you’re drowning in debt?

Can’t afford to buy where you want to live?

Wish you had more money saved for your children’s future?

Want to start planning for a happy retirement?

But you just don’t know
where to start?

It’s time to invest in your financial education, take control and kick your financial goals

What’s different about this course?

We designed our MUM CFOs Money Masterclass course to empower you to confidently piece together ALL the components required to solve your own unique personal financial puzzle.

That’s why we have brought together an entire team of financial experts, covering the full personal finance spectrum, to share their specialised areas of expertise with you. From setting financial goals to repairing a bad credit rating, financial planning, wills, and estate planning, buying property, investment management, mortgages, and so much more.

If you’re ready to start investing in your financial education, take control and kick your financial goals, then this is the course for you.

Entire Course

ALL 6 Modules, PLUS 2 BONUS MODULES for

$900.00

PLUS GST

Any standalone Module

PLUS 2 BONUS MODULES for

$249.00

PLUS GST

Already purchased the course and would like to continue?

Move on from Financial Overwhelm to Financial Freedom

Financial anxiety is extremely common and a growing concern, so if you’re feeling overwhelmed with your finances, you are not alone.

No one teaches us about this stuff – the basics of setting financial goals and strategies to achieve them, how to build, plan and manage budgets and cashflow, where to find hidden savings and avoid hidden costs, how to get on top of debts, how to borrow, spend, invest, save, and ultimately manage YOUR money.

It starts with your financial education

The secret to gaining control of your finances, and not letting your finances control your choices and your life, starts with learning the basics of how money works. By investing in your financial education you will become more financially literate.

Achieving financial literacy can help you to:

  • avoid making poor financial decisions
  • become more self-sufficient
  • become more confident when making financial decisions
  • achieve financial stability

How can you become financially literate?

Our MUM CFOs Money Masterclass online course is a great place to start!

We will take you through 8 distinct Modules, presented by our panel of financial experts, in clear and easy-to-tackle, bite-sized chunks.

It’s flexible too, you can purchase the entire MUM CFOs Money Masterclass course or choose to purchase the Modules that best fit your goals – the choice is yours.

PLUS receive 2 BONUS Modules!

No more dread – no more fear – no more frustration – just a clear vision of your aspirations and how you will get there.

Who’s it for?

Whether you’re newly married or a pre-retiree, a new parent or recently separated, this course can help you learn what you need to know to take control of your personal finances.

You may be wanting to:

  • Systemise your finances and establish easy budgeting and cashflow disciplines
  • Begin to plan for desired purchases, such as family holidays, a car, or that new kitchen
  • Contribute steadily to your long-term wealth plan
  • Buy that first home, upsize or downsize
  • Buy an investment property
  • Explore investment opportunities with confidence
  • Ditch credit card debt for good.
  • Pay off your home loan faster
  • Understand more about mortgage strategies like Rentvesting or cross-collateralisation or how a family guarantor works

Entire Course

ALL 6 Modules, PLUS 2 BONUS MODULES for

$900.00

PLUS GST

Any standalone Module

PLUS 2 BONUS MODULES for

$249.00

PLUS GST

Already purchased the course and would like to continue?

What’s included?

8 distinct Modules presented by financial industry experts.

You can choose to purchase all 8 Modules or 1 Module as a standalone or a few Modules, the choice is yours!

Plus, with any Module purchase you will receive two free bonus Modules –

Module 1: Financial & Life Goal Setting and Module 8: Your Financial Dream team.

Module 1

Financial & Life Goal Setting

FREE BONUS MODULE

How to define your goals and then helping you in setting smart goals.

Module 2

Cashflow & Budgeting

How to build your budget and track your spend. As well as clever tips and ideas on how to maximise your money by saving and shopping savvy.

Module 3

Dissolve that Debt

How to reduce your debt, understand the difference between good debt and bad debt, find out your credit score and what to do if you have a bad credit score.

9

Expert insight masterclass with our Mum CFOs Credit Repair Specialist

Victoria Coster

Module 4

Dead Serious

It’s an uncomfortable truth, but you won’t live forever. While it’s not something you probably want to think about, it is a fact of life. As women of the household we are often the glue for our families. In this module we cover Wills, Estate Planning and a comprehensive “end-of-life” checklist. You can think of this checklist as a “Life File” that acts as a central place to store the “how and what and when” that your loved ones will need in the event of your or you and your partners death.

9

Expert insight masterclass with our Mum CFOs Estate Planning & Wills specialist

Camille Broadhurst

Module 5

Mortgage Mastery

In this module we’ll cover everything you need to know about mortgages, including:

Unit 1: Mortgage Basics

Unit 2: Not So Basic Mortgages and Mortgage Strategies

9

Expert insight masterclass with our Mum CFOs Finance Broker specialist

Louisa Sanghera

Module 6

The Ins & Outs of Buying Property

Buying property is exciting, whether it is your first home, your upsizing, downsizing or as an investment. But with steep property prices and high demand it can also be difficult and, of course, expensive. In this module we cover the four essential areas of buying and selling property.

9

Expert insight masterclass with our Mum CFOs Buyers Agent specialist

Marcus Feasey

9

Expert insight masterclass with our Mum CFOs Conveyancing specialist

Merna Fraser

9

Expert insight masterclass with our Mum CFOs Property Management specialist & Real Estate Agent

Bernadette Hayes

Module 7

Financial Planning and Protection

Just as having a solid plan for wealth creation is important, preparing for the unexpected and protecting your future wealth and standard of living is just as important as building it in the first place. In this module we will take a deep dive into the advice areas of Financial Planning, Accounting Services, Investment Strategists, and Insurance for protection. You will learn the ins and outs of each area and hear from experts who will provide their insights, hints and tips.

9

Expert insight with our Mum CFOs Accounting specialist

Dorin Bentley

9

Expert insight with our Mum CFOs Insurance specialist

Lisa Hanna

9

Expert insight with our Mum CFOs Financial Planning specialist

Rochelle Turner

9

Expert insight with our Mum CFOs Investment management specialist

Jill May

Module 8

Your Financial Dream Team

FREE BONUS MODULE

Who do you need in your Financial Dream Team and how to pull together your very own Financial Dream team.

Each Module includes

  • Comprehensive videos and interviews with our Mum CFOs financial expert panel
  • Downloadable Workbooks
  • And some Modules include – Budgeting & Planning spreadsheets and Resources

 You can access the content anytime to review modules, re-watch videos, and access links.

Ready to invest in your financial education, take control and kick your financial goals?

ALL 6 Modules, PLUS 2 BONUS MODULES for

$900.00

PLUS GST

Meet our MUM CFOs Money Masterclass Course financial experts

Dorin Bentley

Accountant

Dorin is a Registered Tax Agent and Principal of Bentley & Co. She and has helped thousands of individuals and businesses with their accounting, compliance, and enterprise affairs.

Marcus Feasey

Buyers Agent

Marcus is an experienced Buyers Agent at Purple Avenue, Buyers Agency, helping buyers find, evaluate, and secure their home and/or investment property.

Merna Fraser

Conveyancer

Merna is a true specialist in property conveyancing and founder of Direct Conveyancing Solutions, covering all aspects of property transactions.

Victoria Coster

Credit Repair Specialist

Victoria is an award-winning businesswoman and passionate promoter of education in the credit reporting sector. She is founder of Credit Fix Solutions, proving credit repair services, aiming to fix clients credit and improve their credit score.

Camille Broadhurst

Estate Planner and Wills Specialist

Camille Broadhurst is an Associate Lawyer working within Coleman Greig’s Wills and Estate Planning team.

Rochelle Turner

Financial Planning General Manager

Rochelle is General Manager at PSK Financial Services, helping clients to achieve financial success and peace of mind by providing a personalised financial strategy.

Lisa Hanna

Insurance Broker

Lisa is a highly qualified insurance advisor at Osman Insurance Brokers. With over 50 years of experience, Osman Insurance Brokers provide total risk solutions for individuals and businesses.

Jill May

Investment Manager

Jill May, head of Client Relationships from PPM, Private Portfolio Managers. A boutique investment manager focused on generating superior long-term, tax effective returns.

Louisa Sanghera

Finance Broker

Louisa is a multi-award-winning finance broker and Founder/Principal at Zippy Financial. With over 30 years’ experience in banking, mortgage broking and property, Louisa founded Zippy Financial with the goal of helping clients’ grow their wealth through smart property and business financing.

Bernadette Hayes

Property Manager & Real Estate Agent

Bernadette is founder of Harbourline Real Estate, a multi-award-winning independent agency specialising in residential sales and property management on the Lower North Shore of Sydney.

Entire Course

ALL 6 Modules, PLUS 2 BONUS MODULES for

$900.00

PLUS GST

Any standalone Module

PLUS 2 BONUS MODULES for

$249.00

PLUS GST

Already purchased the course and would like to continue?

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