Our Financial Journey
From a small team with big dreams to Australia's trusted partner in annual budgeting education. Here's how we've grown alongside our community over the years.
The Beginning
What started in a shared office space in North Albury has become something we never quite expected. Back then, it was just Marcus Henwood and two colleagues who noticed how many people struggled with annual budgeting—not because they weren't smart, but because no one had taught them practical approaches that actually work.
- Launched our first budgeting workshop series
- Developed the foundational curriculum still used today
- Helped our first 150 participants create sustainable budget plans
- Established partnerships with three local community centers
Expanding Horizons
The pandemic changed everything—for everyone, really. We had to figure out how to maintain that personal connection people valued while reaching folks who couldn't attend in-person sessions. Honestly, the shift to digital formats opened doors we hadn't considered before.
- Launched comprehensive online learning platform
- Expanded to serve participants across all Australian states
- Introduced specialized programs for small business budgeting
- Reached milestone of 2,500 program graduates
- Published our first annual budgeting research report
Today and Tomorrow
This year marks seven years since we started, and we're still learning. Our approach has evolved—less about rigid spreadsheets and more about understanding the psychology behind financial decisions. The feedback we get suggests we're heading in the right direction.
- Serving over 8,000 active learning community members
- Offering 12 specialized budgeting certification tracks
- Maintaining 94% participant satisfaction rating
- Operating research partnerships with universities nationwide
- Preparing next-generation budgeting tools for 2026 launch
Looking Forward
The landscape of personal finance keeps changing, and so do we. Our focus remains on practical education that actually helps people build sustainable budgeting habits. We're working on some exciting developments for late 2025 and 2026—including advanced workshops and specialized business programs. The best part? We're just getting started.
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