ENROL NOW FOR 50% OFF DURING THE INITIAL BETA RELEASE - PRICE WILL INCREASE IN SEPTEMBER 2026
Mastering Financial Foundations
Create financial freedom for yourself, to live the life of your dreams, without all the financial jargon.
Andrea is a successful professional planner, committed to working towards the client’s objectives. She has provided quality advice to members of my family and works hard to meet her clients’ needs.
— M. Wynne
Mastering Financial Foundations
Create financial freedom for yourself, to live the life of your dreams, without all the financial jargon.
Andrea is a successful professional planner, committed to working towards the client’s objectives. She has provided quality advice to members of my family and works hard to meet her clients’ needs.
— M. Wynne
WHAT YOU'LL LEARN
Across 8 action-packed modules, you’ll go from feeling overwhelmed to feeling in control:
1. Understanding Finances and Money Mindset
Break free from old habits and build a healthy relationship with money with a "Money Mindset Reset".
2. Money & Budgets with the Bucket Strategy
Simple systems to manage your cash flow without the stress.
3. Debt Management Strategies
Crush your debts and take control with strategies to clear debt and free up your future.
4. Risk Management and Financial Protection
Protect what matters. Safeguard yourself and your loved ones from life’s “what ifs.”
5. Saving and Investing for the Future
How to make your money work harder through smart saving & investing.
6. Superannuation and Retirement Planning
Supercharge your retirement by maximising your super so your future self thanks you.
7. Estate Planning Essentials
Don't leave it to chance; get the essentials right so your wishes and loved ones are protected.
8. Building a Sustainable Financial Plan
Bring it all together into a game plan that actually sticks.
The knowledge
of experts
Learn from an award winning financial planner with over 20 years experience
Practical
exercises
Apply what you learn immediately through exercises relevant to your financial circumstances.
New financial
skills and tools
Gain skills that you can use as your life changes and your financial goals evolve
Choose Your Pathway
LIMITED TIME PRICING - As this is a BETA version of the course, prices are currently 50% OFF
Enrol now and receive access and all course updates for the lifetime of the course!
WHO IT'S FOR:
You're Australian and trying to figure out your pay, tax, and super.
You’re in your 20s–40s and want more freedom, less stress.
You’ve got goals — travel, buying a home, starting a family, or simply living well.
You’re tired of financial info that feels like it’s written for accountants.
AT THE END OF THE COURSE YOU'LL WALK AWAY WITH:
A clear plan tailored to your life.
Confidence to make smart decisions.
More freedom to live the life you want now and later.
Mastering Financial Foundations
What's inside each module?
Module 1: Understanding Your Finances & Money Mindset
Shift your mindset, understand your current financial habits, and gain clarity on where your money is going.
At the end of this module, you'll be able to:
Understand how mindset influences financial behaviour
Identify and reframe limiting money beliefs
Track and categorise income and expenses
Set clear, actionable financial goals
Module 2: Money & Budgets with the Bucket Strategy
Knowledge is power - it starts with understanding how income, tax, and payslips work in the Australian system, and then learning to create a practical, personalised budget using the Bucket Strategy — a flexible framework that empowers you to direct your money with clarity, purpose, and confidence.
At the end of this module, you'll be able to:
Explain how the Australian tax system works and why it matters.
Define and apply key tax terms (marginal tax rate, deductions, offsets, PAYG).
Read and interpret a payslip, including tax withheld, superannuation, and deductions.
Create a personalised budgeting system using the Bucket Strategy.
Automate and adjust their budget buckets to fit changing goals and circumstances.
Module 3: Debt Management Strategies
Do you know the difference between good debt and bad debt? You'll learn effective strategies for reducing and eliminating debt, so you can build a stronger financial foundation and achieve lasting freedom.
At the end of this module, you'll be able to:
Distinguish between good and bad debt
Identify high-interest debt and understand its long-term impact
Choose and implement an appropriate debt repayment strategy
Avoid common debt traps and strengthen financial habits
Module 4: Risk Management & Financial Protection
Discover how to prepare a customised financial protection plan that includes a fully calculated emergency fund goal, evaluated personal insurance needs, and create a written risk management strategy—so you can confidently handle financial setbacks without derailing your long-term financial goals.
At the end of this module, you'll be able to:
Explain the purpose and benefits of having an emergency fund
Calculate the ideal emergency fund amount based on personal living costs
Identify and evaluate the 4 key types of personal insurance
Assess current insurance coverage and identify coverage gaps
Calculate the right amount of Life, TPD, Income Protection, and Trauma Insurance
Conduct a personal financial risk audit and evaluate potential financial threats
Develop and document a written risk resilience plan
Module 5: Saving and Investing for the Future
Feel empowered to build wealth through intentional saving and beginner-friendly investing. This module helps you create savings habits, use automation and smart tools to maximise returns, and begin investing with clarity, confidence, and practical know-how.
At the end of this module, you'll be able to:
Understand the difference between emergency savings and long-term goals—and how to tackle both without stress
Set up realistic, achievable savings strategies that feel doable (and even fun!)
Make saving second nature through smart automation hacks
Choose the right tools, accounts, and platforms that work best for their unique style
Learn how basic investing works without feeling overwhelmed
Start investing with confidence using simple strategies that grow their money over time
Module 6: Superannuation & Retirement Planning
Learn how to maximise your superannuation as a long-term wealth-building tool with strategies that ensure financial freedom and comfort in later life - it's never to early to start! You'll feel empowered to take proactive control of your super now to avoid stress and missed opportunities in the future.
At the end of this module, you'll be able to:
Explain how superannuation works and why it is critical to retirement planning
Identify their current super fund(s), fees, investment performance, and options
Compare and choose the right super fund for their personal values and financial goals
Understand employer and voluntary contributions and how to maximise them
Create a personalised strategy to grow their super over time for a more secure retirement
Module 7: Estate Planning Essentials
Gain a deeper understanding of the importance of estate planning and take the steps needed to protect your wishes - and your loved ones. Covers Wills, Powers of Attorney, and superannuation beneficiary nominations. Feel more clear, confident and ready to secure your future.
At the end of this module, you'll be able to:
Understand what estate planning actually is (spoiler: it’s not just for the wealthy!)
Know what makes a Will valid in Victoria - and how to write or update one
Understand the different types of Powers of Attorney and how to choose the right people
Take control of your superannuation by nominating your beneficiaries correctly
Start building a plan that reflects your values and gives you peace of mind
Module 8: Building a Sustainable Financial Plan
Design a financial plan that grows with you through every stage of life, so that it stay aligned with your changing goals and values. You'll set time-bound goals, be adaptable to life changes, and learn how to continue to build wealth with your newly learned tools and habits.
At the end of this module, you'll be able to:
Set clear 1-year, 5-year, and 10-year financial goals with actionable steps
Review and update their financial plan as life circumstances change
Access tools, education, and resources to continue growing their financial knowledge
Develop sustainable habits for long-term financial success
Meet our instructor
Meet our instructor
Andrea Jenkins
Certified Financial Planner
Authorised Representative No. 282342
Why choose us?
At Jenbury Financial, we are the proud recipients of various awards which demonstrate both our commitment to providing high quality financial planning services, but also to stand as pillars of our community:
2024: Finalist: Sole Trader of the Year - Knox Business Awards
2020: Winner: CEO Award - Financial Services Partners
2015: Winner: Outstanding Contribution to the Community
2013: Finalist: Compliance Award
2012: Finalist: Client Choice Award
2012: Finalist: Wealth Management Adviser of the Year
Why choose us?
At Jenbury Financial, we are the proud recipients of various awards which demonstrate both our commitment to providing high quality financial planning services, but also to stand as pillars of our community:
2024: Finalist: Sole Trader of the Year - Knox Business Awards
2020: Winner: CEO Award - Financial Services Partners
2015: Winner: Outstanding Contribution to the Community
2013: Finalist: Compliance Award
2012: Finalist: Client Choice Award
2012: Finalist: Wealth Management Adviser of the Year
I have known Andrea since 2004 and have found that the interests of her clients have always been at the forefront. As a service provider for Andrea and her clients, I have experienced first-hand Andrea’s commitment to obtain the right outcome for her clients, which is probably the most important aspect of the Adviser/client relationship. I do not hesitate in recommending Andrea to those people looking for an honest, diligent and client-focused professional to look after their financial affairs.
— S. Davies
We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Your honest approach reassures us that we have made the right decisions for our future. We highly recommend your services to all our family and friends.
— Peter & Vicky, 45
Andrea’s advice has helped us prioritise, and make decisions that have had a great benefit to our lifestyle.
— Paul
Andrea has always been extremely helpful and always explained everything we needed to know. She has been a fabulous financial planner and looked after all our superannuation needs for many years now.
— Darrell, aged 65
FULL COURSE
$100
ONE-TIME FEE
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Enjoy unlimited access to the full course, gain well-rounded knowledge and increase your financial literacy in all key areas you will experience during your lifetime!
Full access to all eight modules
All the Financial Foundations you need to know for every stage of your life
Save $20 by purchasing the full course! ($120 if modules purchased individually)
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JENBURY FINANCIAL
© Copyright 2015–2026 Jenbury Financial ABN 15 089 512 587 is a Corporate Authorised Representative (No. 1285213) of Alliance Wealth Pty Ltd AFSL 449221
ABN 93 161 647 007.
DISCLAIMER: This course contains general information only and does not take into account your objectives, financial situation or needs. Before making a decision based on the information presented you should have regard to your own needs, objectives and financial situation. No representation or warranty is made or liability taken as to the accuracy, timeliness or completeness of this information. To the extent allowed by law, Alliance Wealth Pty Ltd (AFSL 449221) will not be liable for any loss arising as a result of anyone relying on this information.