Financial Services

Money Smart Programs for Children

Structured financial education designed to develop knowledge, skills, and positive money behaviour at every life stage.

Seed

Money Discovery
Workshop

  • Age: 5–6
  • Half-Day

Build early money awareness, needs versus wants, and simple saving habits

Root 1

Financial Awareness Program

  • Age 7–9
  • 1 Day

Learn spending decisions, budgeting, and goal setting to build strong habits

Root 2

Smart Money
Program

  • Age 10–12
  • 1 Day

Develop smart money habits, saving discipline, and understand money value

Root 2

Financial Discipline Bootcamp

  • Age 10–12
  • 2 Days

Build saving habits, understand money value, and make smart decisions

Get Program Details
Pricing and register

Financial Responsibility & Capability (Ages 13–18)

Empowering teenagers with real-world financial knowledge, responsible spending habits, and confident decision-making skills for future success.

Shoot 1

Smart Spending Program

  • Age 13–15
  • 1 Day

Build spending awareness, understand peer influence, and make smarter choices

Shoot 1

Financial Responsibility Bootcamp

  • Age 13–15
  • 2 Days

Strengthen discipline, manage peer influence, and build financial confidence

Shoot 2

Financial Capability Program

  • Age 16–18
  • 1 Day

Learn budgeting, manage finances, and build confidence in decisions

Shoot 2

Financial Capability Bootcamp

  • Age 16–18
  • 2 Days

Develop budgeting skills, manage finances effectively, and apply informed decisions

Get Program Details
Pricing and register

Programs for Youth & Adults

Structured learning pathways designed for every life stage and financial goal.

Program 1

University / College

Financial Independence Basics

Build essential money management skills and confidence for your learning journey.

Smart Money Management

Learn practical budgeting, smart spending, and build good money habits early.

Get Program Details

Program 2

Young Adults

Financial Stability Essentials

Develop the right habits to manage income, control expenses, and strengthen your financial base.

Money Mastery Bootcamp

Build discipline, manage debt effectively, and make confident financial decisions.

Get Program Details

Program 3

Working Adults

Financial Growth Strategies

Build essential money management skills and confidence for your learning journey.

Wealth Building Bootcamp

Learn practical budgeting, smart spending, and build good money habits early.

Get Program Details
Pricing and register

Financial Services for Young Adults

Structured financial solutions designed to assess, improve, and manage your financial position at every stage.

Financial Capability Coaching (FCC) Assessment

  • All Adults

Understand your financial behaviour, habits, and current financial position through a structured coaching-based assessment.

Plan smarter with expert guidance.

Comprehensive Financial Health Assessment & Planning

  • All Adults
  • Format: 6-Step Planning Process

A structured financial planning engagement conducted by a licensed Financial Planner to analyse your financial position and develop a personalised financial strategy.

Plan smarter with expert guidance.

First Job Financial Blueprint

  • Young Adults (18–25)
  • Sessions: 2 (2 × 2 Hours)

A practical guide for individuals starting their career—learn to manage income, build savings habits, and plan for the future.

Start your career with financial confidence.

Personal Financial Health Transformation

  • All Adults
  • Sessions: 4 (2 × 2 Hours)

A personalized coaching journey to improve financial mindset, habits, and overall financial wellbeing for long-term transformation.

Transform the way you handle money.
Pricing and register

Financial Programs for Specialised Groups

Tailored financial programs designed to address unique life situations and specific financial needs.

Retirement Readiness Programme

  • Pre-retirees & Retirees
  • Duration: 1–2 Days Workshop

Prepare for retirement with clarity on income planning, expenses, and long-term financial security.

Plan your retirement with confidence.

Cashflow & Income Management for Gig Workers

  • Gig Workers & Micro-Entrepreneurs
  • Duration: 1–2 Days Workshop

Learn to manage irregular income, control expenses, and build financial stability with practical strategies.

Take control of your cashflow.

Women’s Financial Empowerment Programme

  • Women at All Life Stages
  • Duration: 1–2 Days Workshop

Build confidence, improve money management skills, and take charge of your financial future.

Empower your financial journey.

C-Suite Ladies Financial Reset

  • Women Leaders & Executives
  • Duration: 1–2 Days Workshop

A premium, reflective experience to reset financial direction, realign priorities, and strengthen long-term strategies.

Redefine your financial leadership.
Pricing and register

BTMA Signature Programs

Practical. Relevant. Transformative.

Discover Your Money Blueprint

(Public and HRDC Claimable)

Understand your unique money personality and build self-awareness for better financial decisions.

  • Self Awareness
  • Money Personality Insights
  • Better Financial Decisions
Get Program Details

Financial Behaviour Reset

(Public and HRDC Claimable)

Identify unhelpful money habits, shift your mindset, and build healthier financial behaviours.

  • Habit Awareness
  • Mindset Shifts
  • Stronger Financial Habits
Get Program Details

Corporate Wellness Program

(Public and HRDC Claimable)

Empower employees with financial wellbeing skills to reduce stress and boost workplace productivity.

  • Financial Wellbeing
  • Reduced Financial Stress
  • Better Workplace Productivity
Get Program Details

C-Suite Ladies “Me Time” Program

(Public and HRDC Claimable)

A premium, reflective space for women leaders to pause, reset, and realign their financial and life goals.

  • Peace & Clarity
  • Life & Wealth Alignment
  • Confidence & Renewal
Get Program Details
Pricing and register

Financial Coaching Programs

Personalised coaching and support to build better money habits and achieve your financial goals.

One on One Financial Coaching

  • All Adults
  • 4–5 Sessions (2 Hours Each)

Personalised coaching to improve money habits, strengthen financial discipline, and make better financial decisions.

Get Coaching Details

Financial Coaching Plan Development

  • All Adults
  • 2–3 Sessions (1.5 Hours Each)

Develop a clear and practical financial action plan tailored to your goals and current financial situation.

Get Plan Details

Review & Track Progress

  • All Adults
  • Ongoing (Periodic Review)

Regular review and tracking to monitor progress, stay accountable, and continuously improve your financial position.

Continue Your Journey
Pricing and register

Specialised Financial Coaching Support

Targeted solutions for specific financial challenges and life goals.

Debt & Cashflow Recovery Programme

  • All Adults
  • 2–4 Sessions (1 Hour Each)

Regain control of your finances by improving cashflow, managing debt, and building a more secure position.

Get Support Details

Money Allocation System

  • All Adults
  • 1–3 Sessions (1 Hour Each)

Learn how to structure and manage your income effectively with a simple and practical allocation system.

Get System Details

Retirement Readiness Coaching

  • All Adults
  • 2–3 Sessions (1 Hour Each)

Build your retirement readiness and take practical steps towards a secure and comfortable future.

Get Coaching Details
Pricing and register

Financial Planning & Advisory (Licensed Services)

Professional financial planning services to grow, protect, and transfer your wealth through structured and compliant strategies.

Cashflow & Budget Planning

  • All Adults
  • Structured Planning

Manage income, expenses, and financial commitments to improve stability and control.

Speak to a Licensed Planner

Investment Planning

  • All Adults
  • Strategy Development

Build and grow wealth through structured investment strategies aligned to your goals.

Speak to a Licensed Planner

Retirement Planning

  • All Adults
  • Long-Term Planning

Develop a sustainable retirement strategy to ensure financial security in later years.

Speak to a Licensed Planner

Insurance & Risk Management

  • All Adults
  • Protective Planning

Learn how to structure and manage your income effectively with a simple and practical allocation system.

speak to a financial Planner

Estate & Legacy Planning

  • All Adults
  • Wealth Transfer

Preserve and transfer wealth efficiently to future generations.

Speak to a Licensed Planner
Pricing and register