Financial Education Excellence
Ready to take control of your finances? We're here to guide you through practical budget reporting solutions that actually work for Australian families and businesses.
Tell us about your budget goals and we'll get back to you within 24 hours with helpful guidance tailored to your situation.
Located in the heart of Newcastle, we're easily accessible by public transport and offer convenient parking for those driving to our consultations.
Take the Newcastle Light Rail to Civic station, then catch bus route 111 or 224 towards Jesmond. Exit at Dixon Street and walk 3 minutes to Dixon Circuit. The office is in a modern building with clear signage.
From the city center, head north on King Street, turn right onto Union Street, then left onto Dixon Street. Dixon Circuit is the first right. Street parking is available, and there's a public car park 200 meters away.
Monday to Friday: 9:00 AM - 5:30 PM. Saturday appointments available by arrangement. We typically respond to emails within 4 hours during business days and offer phone consultations for urgent budget questions.
Our approach combines traditional budgeting wisdom with modern reporting tools. We've helped hundreds of Australian families discover exactly where their money goes and how to redirect it toward their goals.
What makes us different? We don't just hand you a spreadsheet and wish you luck. We work alongside you to build sustainable habits that actually stick beyond the first month.
After working with over 300 families since 2021, we've learned what really works. It's not about perfect spreadsheets or complicated formulas—it's about understanding your life and building systems that support it.
We design budgets around irregular income, seasonal expenses, and the unexpected costs that life throws at Australian families.
Monthly reports that take 10 minutes to understand and show you exactly which changes are making the biggest difference to your finances.
Email support when you're stuck, quarterly check-ins to adjust your plan, and access to our client-only workshops on specific topics like holiday budgeting.