Custom Content Development
We build materials using your actual numbers and scenarios. Your team learns faster when examples come from their daily work, not generic case studies.
Who We Actually Are
We're not here to sell you dreams about financial freedom. We're here to help teams understand money better, make smarter decisions, and build workplaces where people feel genuinely motivated.
Started From Real Frustration
Back in 2019, our founder Jasper Kilpatrick was running a small consultancy in Brisbane. He noticed something odd—his team worked hard, but they weren't engaged. Turns out, most of them had no clue how the business actually made money or where their effort fit in.
So he started running monthly sessions. Nothing fancy. Just honest conversations about revenue, costs, and how everyone's work contributed to keeping the lights on. Within six months, productivity jumped and people started suggesting improvements he'd never thought of.
That's when it clicked. Financial literacy isn't just for accountants. When your team understands the numbers, they care more. They contribute better ideas. They stick around longer.
What Drives Us Daily
These aren't buzzwords printed on a wall. They're the principles that guide every workshop we design and every conversation we have with clients.
Honest Numbers
We don't sugarcoat financial realities. If your margins are tight, we'll tell you. If your team compensation structure needs work, we'll say it. Real improvement starts with accurate information.
Practical Learning
Nobody needs another PowerPoint lecture. Our sessions use real examples from your industry, hands-on exercises, and scenarios your team actually faces. Learning sticks when it's relevant.
Long-Term Thinking
Quick fixes don't work. We help you build systems and habits that last years, not weeks. Financial literacy is a skill that compounds over time—just like good investments.
The People Behind The Work
We're a small team. That's intentional. Every person here has spent years in the trenches—running businesses, managing teams, teaching finance to people who thought they'd never understand it. We're not consultants who parachute in with generic advice. We've been in your shoes.
Declan Thorvaldsen
Workshop Director
Spent twelve years in retail banking before realizing he preferred teaching over selling. Now designs our most popular programs and somehow makes balance sheets interesting.
Siobhan Calloway
Client Strategy Lead
Former operations manager who transformed her company's culture through transparent financial education. Now helps other leaders do the same with their teams.
How We Actually Work
Every business is different. But after working with over 150 companies across Australia, we've found some patterns in what actually moves the needle.
We start by understanding your team's current financial literacy level. Not through some boring quiz—through real conversations. Where are people confused? What questions do they ask? What do they wish they understood better?
Interactive Sessions
Our workshops involve problem-solving in small groups, not passive listening. People remember what they discover themselves, not what they're told.
Follow-Up Support
Learning doesn't end when the workshop does. We provide resources, check-ins, and ongoing guidance as your team applies what they've learned.
What Changes Look Like
We track results not through vanity metrics, but through real changes in how teams operate and how people feel about their work.
Better Decision Making
Teams understand trade-offs and resource constraints. They propose ideas that actually work within budgets. Managers spend less time explaining why certain things aren't feasible.
Increased Engagement
When people see how their work connects to business outcomes, motivation shifts. They're not just completing tasks—they're contributing to something bigger. Retention improves because people feel valued and informed.
Transparent Culture
Open conversations about money become normal. Teams trust leadership more when financial information isn't treated like a secret. This foundation supports everything else you're trying to build.
Let's Talk About Your Team
If you're curious whether financial literacy training might help your workplace, we'd be happy to chat. No sales pitch—just an honest conversation about what might work for your situation.
Get In Touch