Making Sense of Where Your Money Goes

Capital allocation sounds complicated, but it's really just deciding where your money works best. We teach practical frameworks that help you think through investment decisions—whether you're running a business or managing personal wealth.

Learn About Our Approach
Strategic financial planning workspace

Three Core Areas We Focus On

Most people struggle with capital allocation because they're missing context, not intelligence. Our courses build that context through real scenarios and decision frameworks you can actually use.

Portfolio risk assessment

Risk Assessment

Understanding risk isn't about avoiding it—it's about knowing what you're taking on and why. We walk through how different investment choices carry different risk profiles, and how to match those to your actual goals.

Asset diversification strategy

Diversification Strategy

You've heard "don't put all your eggs in one basket." But how many baskets do you need? And what goes in each one? We break down diversification in practical terms using Australian market examples.

Performance tracking analysis

Performance Tracking

Measuring results properly matters more than most people think. We cover what metrics actually tell you something useful, and which ones just create noise. Plus how to adjust your strategy based on what you learn.

Financial analysis and planning

A Framework That Works in Real Situations

Theory's fine, but you need something that holds up when you're actually making decisions with real money. Our methodology comes from years of working through allocation challenges with businesses and investors across Australia.

What we've found is that most people benefit from having a structured way to think through choices. Not rigid rules, but a consistent approach that accounts for:

  • Current market conditions and how they affect different asset classes
  • Your specific timeline and what you're trying to accomplish
  • Tax implications and how they change the math on returns
  • Liquidity needs—when you might need access to capital
See How We Teach This
Lachlan Brewster
"

I'd been investing for years but always second-guessed my decisions. The course didn't give me magic answers—it gave me a way to think through choices systematically. Now when I'm considering where to put capital, I have a framework instead of just going with my gut.

Lachlan Brewster
Small Business Owner, Melbourne

September 2025 Course Opening

Our next comprehensive program starts in September. It runs for twelve weeks with a mix of video lessons, case study analysis, and practical exercises. Most participants spend about five hours per week on the material.

We keep cohort sizes manageable so everyone gets meaningful feedback on their work. This isn't passive watching—you'll work through real allocation scenarios and get input on your approach.

Important Dates

  • Applications Open: June 15, 2025
  • Early Registration Closes: July 30, 2025
  • Final Enrollment: August 25, 2025
  • Program Begins: September 8, 2025