Financial Calendar Planning Programme
Most people think managing money is about spreadsheets and discipline. And yeah, those help. But here's what we've noticed after years of teaching this stuff—it's actually about timing. Knowing when bills hit, when to review accounts, when tax season arrives before it arrives. Our programme teaches you to map your financial year so nothing catches you off guard.
Structured Learning
Modules
Sessions
What You'll Actually Learn
This isn't theory for theory's sake. Each module builds on the previous one, taking you from basic calendar awareness through to sophisticated planning techniques used by financial advisors. We've designed it so you can apply what you learn immediately.
Financial Year Foundations
- Understanding Australian tax cycles
- Mapping personal payment schedules
- Identifying your financial touch points
- Creating baseline calendar templates
Income Pattern Recognition
- Tracking irregular income flows
- Planning for seasonal variations
- Buffer zone strategies
- Forward-looking income projections
Expense Forecasting
- Annual expense categorization
- Quarterly review checkpoints
- Subscription and recurring cost audits
- Emergency expense planning
Tax Timeline Management
- EOFY preparation schedules
- Deduction documentation timing
- Quarterly business activity statements
- Record retention calendars
Investment Review Cycles
- Portfolio rebalancing schedules
- Dividend and distribution dates
- Market reporting period awareness
- Long-term goal milestone tracking
Insurance and Renewals
- Policy expiration tracking systems
- Comparison shopping windows
- Coverage review timing
- Premium payment optimization
Family Financial Coordination
- School fee planning calendars
- Holiday expense forecasting
- Birthday and gift budgeting
- Shared household expense timing
Advanced Calendar Systems
- Multi-year financial planning
- Digital tool integration
- Automated reminder setup
- Creating sustainable review habits
Who's Teaching This
Kieran Blackwood
Lead Programme Facilitator
I spent fifteen years working in financial planning before realizing most clients needed basic calendar skills more than complex investment strategies. That observation changed how I teach. Now I focus on practical systems that people actually use—because fancy tools don't matter if they gather dust. I run the core modules and live sessions.
Linnea Thorvaldsen
Workshop Coordinator
My background is in behavioural finance, which is a fancy way of saying I study why people make the financial decisions they do. What I've learned is that systems fail when they don't fit someone's actual life. So I help participants customize what we teach to match how they really live—not some idealized version. I handle the interactive workshops and one-on-one calendar design sessions.
Programme Timeline for 2026
July 2026
Winter Intake Opening
Applications open for our mid-year cohort on 14 July 2026. This intake runs through September, which works well for people wanting to get their financial systems sorted before the new financial year. Limited to 30 participants to keep workshop groups manageable.
August 2026
Programme Commencement
First session kicks off on 3 August 2026. We meet online twice weekly—Mondays for new content delivery and Thursdays for practical application workshops. Each session runs 90 minutes. You'll also get access to our resource library and private discussion forum from day one.
September 2026
Intensive Workshop Week
During the week of 14 September 2026, we run three extended live workshops where you'll build your complete financial calendar system. These sessions are hands-on—bring your actual financial information and we'll help you create a working calendar you can use immediately.
October 2026
Programme Completion
Final session on 26 October 2026 covers long-term maintenance and troubleshooting. You'll also present your calendar system to the group for feedback. After completion, you get six months of alumni access to our monthly check-in sessions.
December 2026
Summer Intake Preview
Information sessions for our January 2027 cohort begin on 2 December 2026. The summer programme follows the same structure but includes additional modules on holiday season financial management and new year planning strategies.
Why Calendar Planning Actually Works
Look, you've probably tried budgeting apps. Maybe you've downloaded templates or read books about financial discipline. But if you're still feeling behind on your finances, it's probably not because you lack willpower.
It's because you don't have visibility into what's coming. When you know three months ahead that your car registration is due, or that you need to start saving for holiday gifts in August, financial stress drops dramatically. Not because you suddenly have more money—you just have more time to plan for it.
That's what this programme teaches. Not magic. Not shortcuts. Just the practical skill of seeing your financial obligations before they become urgent problems. And once you can see them coming, you can actually deal with them calmly.