Financial education

Financial education your people will actually thank you for.

Plain-language workshops on money, super, investing concepts and the big moments in life, delivered by educators with financial planning qualifications, not by product sellers. For workplaces as a staff benefit, and for advice and accounting practices that want an independent educator for their clients.

The Financial Fluency Program

For workplaces

Six plain-language modules delivered to your staff as a wellbeing benefit, on site in Melbourne or live on Microsoft Teams anywhere. Start with one lunch-and-learn and grow from there. Your people get confidence with money; your HR and payroll team stop fielding super questions they cannot answer.

  • 50 to 500 staff
  • Lunch-and-learn, workshop or six-session program
  • On site or Microsoft Teams

Client Education Series

For advice and accounting practices

Seminars and webinars for your clients and prospects, delivered by an independent educator. You host and invite. We teach. You, as the licensed practice, handle any advice that follows. A proven way to fill a room, deepen relationships and warm the next conversation.

  • 60 to 75 minute sessions
  • One event or a quarterly series
  • Your brand, our delivery

Six modules, all in plain language.

Every module is factual and conceptual. We explain how things work and the questions worth asking. We never tell anyone what to buy, sell or switch.

  1. Money foundations

    Cash flow, budgeting that survives real life, and the habits that matter more than the spreadsheet.

  2. Super, explained

    How it works, what the statement says, contribution types and caps in general terms, and where to look for more.

  3. Investing concepts

    Risk versus volatility, diversification, fees and compounding, and the questions to take to a licensed adviser.

  4. Tax basics for employees

    How pay is taxed, what salary packaging is in principle, and records and deductions in general terms.

  5. Protecting yourself

    Insurance concepts, scams and fraud, and what to do when something goes wrong.

  6. Life moments

    The financial mechanics of buying a home, starting a family, career breaks and later life, explained in principle.

Formats and fees.

  • Taster

    30 minutes on Microsoft Teams. "Super in 30 minutes". Free, and the best way to see how we teach.

  • Lunch and learn

    45 minutes, one team, on site or online. The usual pilot.

  • Workshop

    90 minutes on one module in depth, with time for questions in principle.

  • Program

    All six modules over six to twelve weeks, with new-starter sessions and an annual refresh available.

Why employers bring us in

  • Financial stress shows up at work as absence, distraction and turnover. Education is the cheapest lever an employer has.
  • Super and pay questions land on HR and payroll, who are neither equipped nor licensed to answer them. We take those questions off their desk.
  • It is a visible benefit staff actually use and thank you for, at a fraction of the cost of most wellbeing spend.
  • Delivered by educators with financial planning and education qualifications, under a written content protocol, with no products to sell.

Fees: Quoted per program. A fixed fee per session or program, agreed up front. The taster is free.

GBX Professional Services does not hold an Australian Financial Services Licence and does not provide financial product advice. Our sessions are general information and education only. Where personal advice is needed, we point people to a licensed adviser, and in the Client Education Series that adviser is you.

Book a free taster for your team.

Thirty minutes on Microsoft Teams, no cost, no obligation. See how we teach before you decide anything.

Book a taster

Common questions

Is the Financial Fluency Program financial advice?
No. It is general financial education only. GBX Professional Services does not hold an Australian Financial Services Licence and does not provide financial product advice. The program builds understanding and confidence, it does not recommend financial products or tell anyone what to buy, sell or switch.
Who is the program for?
The Financial Fluency Program is a staff benefit for workplaces, and the Client Education Series is for advice and accounting practices that want an independent educator for their clients. Both are written in plain language for people without a finance background.
Can it be tailored to our workplace or practice?
Yes. The six modules can be sequenced and adapted to your audience and delivered as a taster, a lunch-and-learn, a single workshop or a full program, sized to the time you have.
How is it delivered?
On site in Melbourne or live on Microsoft Teams anywhere, as single sessions or a run of modules. We schedule around your calendar so it fits alongside normal work.
What topics does it cover?
Six plain-language modules: money foundations, superannuation, investing concepts, tax basics for employees, protecting yourself, and life moments. Every module is factual and conceptual, delivered as general education rather than personal advice.