Budget Planning Study Materials

Real tools and resources built from actual financial planning experience. We've collected everything that works when you're trying to get your money sorted without the usual confusion and stress.

150+ Templates Available
12 Course Modules
40 Video Tutorials
Weekly Content Updates

What You'll Actually Find Here

Not everything works for everyone. We've tried to organize these materials so you can skip to what matters for your situation right now.

Spreadsheet Templates

Pre-built budgets, expense trackers, and debt calculators. They're set up with formulas already in place, so you just plug in your numbers. Works with Excel or Google Sheets.

Browse templates

Quick Reference Guides

Single-page breakdowns of common budget scenarios. Print them out or keep them saved on your phone.

View guides

Video Walkthroughs

Screen recordings showing exactly how to set up your budget system step by step.

Watch videos

Real Examples Library

Anonymized budgets from real people in different situations. Single income households, families with variable income, students managing student loans. Seeing how others approach their money can spark ideas for your own approach.

See examples

Weekly Checklists

Simple tasks to keep your budget on track without spending hours on it.

Get checklists

Mobile App Recommendations

We've tested dozens of budgeting apps. Here's what actually works well in Australia, including which ones sync with local banks and which cost money versus free options.

See app reviews

Goal Setting Worksheets

Templates to map out savings goals and break them into manageable chunks.

Download worksheets

How Our Materials Compare

Most budget courses throw theory at you without much practical application. We've structured things differently because honestly, you don't need another lecture about compound interest.

Our approach focuses on implementation. Each resource includes actual worksheets you can fill out, not just concepts to think about. And everything's built with Australian tax rates, superannuation rules, and local banking systems in mind.

Budget planning study materials and resources workspace
Feature Our Materials Typical Courses Free Online Content
Australia-Specific Content Sometimes Rarely
Downloadable Templates Basic versions
Real Example Scenarios Generic cases Limited
Regular Updates Outdated Inconsistent
Variable Income Planning Not usually Rarely covered
Financial planning expert Henrik Aalberg

Henrik Aalberg

Budget Systems Designer

Built tracking systems for freelancers and contractors dealing with irregular income patterns.

Financial educator Siobhan Kerrigan

Siobhan Kerrigan

Content Developer

Creates practical guides for households managing multiple income sources and debt repayment strategies.

Financial planning specialist Tavish Drummond

Tavish Drummond

Template Specialist

Designs spreadsheet systems optimized for Australian tax structures and superannuation planning.

Start With What Works

Our next structured program begins in September 2025. You can access individual materials now or join the full course when it launches.

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