Multi-Year Budget Mastery Program

Master the art of strategic financial planning with our comprehensive program designed for Australian businesses looking to build sustainable, long-term budget frameworks.

Begin Your Journey

Your Complete Learning Journey

We've designed a step-by-step progression that takes you from basic budgeting concepts to advanced multi-year strategic planning. Each phase builds on the previous one, ensuring you develop solid foundations before moving to more complex territory.

  • 1

    Foundation Building

    Start with fundamental budgeting principles, cash flow analysis, and understanding your current financial position. We spend significant time here because everything else builds on these basics.

  • 2

    Strategic Planning

    Learn to think beyond the current financial year. We cover scenario planning, growth modeling, and how to account for uncertainty in your projections.

  • 3

    Implementation & Monitoring

    Put your multi-year budget into practice with tracking systems, regular review processes, and adjustment strategies that keep you on track.

  • 4

    Advanced Applications

    Master complex scenarios including expansion planning, risk management, and integration with broader business strategy.

Real participants working through strategic planning exercises in our Brisbane workshop series.

Real Transformation Stories

These aren't generic success stories. These are real experiences from business owners who went through our program and saw genuine changes in how they manage their finances.

Portrait of Sarah Chen

Sarah Chen

Manufacturing Business Owner, Melbourne

Before

Sarah was constantly surprised by cash flow shortages and struggled to plan beyond quarterly reviews. Her 15-person manufacturing business felt reactive rather than strategic.

During

The breakthrough came during month three when she learned to map seasonal patterns against growth plans. Suddenly, the numbers started telling a story instead of just existing.

After

Now operates with a rolling three-year budget that guides equipment purchases, hiring decisions, and expansion timing. Cash flow surprises are rare, and strategic decisions feel grounded.

Portrait of Marcus Thompson

Marcus Thompson

Tech Startup Founder, Sydney

Before

Marcus had great ideas but terrible financial discipline. His tech startup burned through seed funding faster than expected, and investor meetings were becoming awkward conversations.

During

Learning to model different growth scenarios was game-changing. He discovered his spending patterns and identified where money was going without clear returns.

After

Successfully raised Series A with a solid five-year financial plan. Investors appreciated the detailed scenario modeling and realistic projections based on actual data patterns.

Find Your Starting Point

Not everyone enters our program with the same background or needs. Use this quick assessment to understand which track might work best for your situation.

How would you describe your current budgeting process?

Basic monthly tracking
Annual budgets with quarterly reviews
Multiple scenario planning
What budgeting process?

What's your biggest financial planning challenge?

Cash flow timing
Growth investment decisions
Long-term strategic planning
Understanding the numbers

How far ahead do you currently plan?

Month to month
One year
Two to three years
Beyond three years

What You'll Actually Learn

  • Cash Flow Modeling

    Build detailed models that help you understand when money comes in, when it goes out, and how to smooth the peaks and valleys that wreck business plans.

  • Scenario Planning

    Create realistic best-case, worst-case, and most-likely scenarios. Learn which variables matter most and how to adjust quickly when reality doesn't match your plan.

  • Strategic Investment Timing

    Understand when to invest in growth, when to hold back, and how to structure investments to maximize your chances of success while protecting downside risk.

  • Review and Adjustment Systems

    Develop ongoing monitoring processes that catch problems early and help you adjust course without panic or major disruptions to your business operations.

Portrait of Dr. Rachel Morrison

Dr. Rachel Morrison

Lead Program Instructor

Former CFO at three Australian growth companies. Twenty years building financial systems that actually work in the real world of growing businesses.

Ready to Transform Your Financial Planning?

Our next cohort begins September 2025, giving you time to prepare and gather the financial data you'll need for the program.

Early applications close July 15, 2025. Regular enrollment continues through August.

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