Recognised Leaders in Family Financial Education
Since 2018, we've been transforming how Australian families approach financial planning through evidence-based education and practical guidance. Our achievements reflect seven years of dedicated service to financial literacy.
Milestones in Financial Education Excellence
Our journey has been marked by consistent recognition from industry bodies, educational institutions, and most importantly, the families we've helped achieve financial confidence.
Australian Financial Education Excellence Award
Recognised by the Australian Financial Planning Association for outstanding contribution to family financial literacy. This award acknowledged our comprehensive curriculum development and measurable impact on participant financial behaviours.
Queensland Education Innovation Partnership
Selected as the exclusive financial education partner for three Queensland universities, developing specialised programs for young adults transitioning to financial independence. Our curriculum now reaches students across Brisbane, Townsville, and Cairns campuses.
Community Impact Recognition
Honoured by North Queensland Community Services for measurable positive impact on regional family financial stability. Independent research showed 76% of program participants improved their savings rate within six months of completion.
Professional Credentials & Certifications
Our expertise is backed by rigorous professional development and industry-recognised qualifications that ensure you receive the highest standard of financial education.
Certified Financial Planner
Advanced certification in comprehensive financial planning, including retirement planning, investment strategies, and risk management for families.
Verified 2024Accredited Financial Counsellor
Specialised qualification in financial counselling and debt management, focusing on practical solutions for Australian families facing financial challenges.
Renewed 2025Financial Education Institute Fellowship
Recognition for exceptional contribution to financial education research and curriculum development, with published research on family financial behaviour patterns.
Lifetime MemberASIC MoneySmart Partner
Official partnership with Australia's corporate regulator to deliver government-endorsed financial literacy programs that meet national education standards.
Partner Since 2019