Built on Purpose, Driven by Values
Every decision we make stems from our commitment to financial education excellence and genuine client success in capital budgeting mastery
Our Foundation
Since establishing our presence in Rockingham back in 2019, we've watched countless professionals struggle with capital budgeting decisions that could make or break their careers. That's what drives us—the knowledge that proper financial planning education can completely change someone's professional trajectory.
We don't promise overnight success or guaranteed outcomes. Instead, we focus on building solid foundations in capital allocation, risk assessment, and long-term financial planning strategies that actually work in real business environments.
What Guides Everything We Do
Evidence-Based Learning
We base our capital budgeting curriculum on real case studies from Australian businesses. No theoretical fluff—just proven methods that finance professionals actually use in boardrooms across Perth and beyond.
Practical Application
Every concept we teach connects directly to workplace scenarios. Whether you're evaluating equipment purchases or assessing expansion opportunities, our methods translate immediately to your role.
Individual Progress
We recognize that financial professionals come from different backgrounds. Our approach adapts to your current skill level and professional context, ensuring meaningful progress for everyone.
The People Behind the Purpose
Our team combines decades of practical finance experience with genuine passion for education. We've worked in corporate finance roles, managed capital allocation decisions, and understand the pressure of presenting budget recommendations to executive teams.
Rhett Thornfield
Senior Finance Educator
Sage Blackmore
Capital Planning Specialist