Practical money education for schools, workplaces and community groups.

Building financial confidence through practical education.

Understanding money is an essential life skill. From the choices we make with our first pay packet through to investing, taking on debt and eventually preparing for retirement, financial decisions can have a lasting impact.

First Steps Financial delivers engaging financial literacy workshops for schools, workplaces and community groups, with sessions tailored to the age, life stage and needs of each audience.

Workshop topics can include:

What is money & how does it work?
Earning, spending & saving
Needs, wants & spending choices
Budgeting & managing money
Setting financial goals
What is debt & how does it work?
Interest & the true cost of borrowing
The short & long-term impacts of debt
Good debt, bad debt & understanding the difference
What is investing?
Risk, return & compound growth
Introduction to shares & other investments
Superannuation & why starting early matters
Building wealth over time
Preparing financially for retirement

Workshops tailored to your needs.

Financial education isn't one-size-fits-all. The money concepts relevant to a school group beginning to make their own spending choices can be very different from those relevant to employees building wealth or a community group preparing for retirement.

Workshops can be tailored around the audience, life stage and financial concepts you want to explore.

A school workshop might explore what money is, spending choices, saving, debt and an introduction to investing, while workplace and community sessions can delve further into investing, superannuation, managing debt, building wealth or preparing financially for retirement.

Sessions can focus on one topic or bring several concepts together to demonstrate how financial decisions made today can influence your financial future.

Workshops from $440

Workshop pricing will depend on the length, location, audience and level of customisation required. Single workshops and multi-session programs can be tailored to suit your needs.

Have something particular in mind?

Tell me about your school, workplace or community group and what you'd like participants to learn. We can tailor a workshop around the money concepts that matter most to your audience.

Enquire About a Workshop →