Financial Analysis That Actually Makes Sense

Learning about finance shouldn't feel like decoding ancient scrolls. We've built a program that walks you through the fundamentals step-by-step, answering the questions you're actually asking—not the ones textbooks think you should have.

Start Where You Are

Not everyone comes to financial analysis from the same place. Maybe you're sorting out your small business accounts, trying to understand investment basics, or just tired of feeling lost when numbers show up. Pick the path that fits your situation.

Complete Beginner

Never touched a spreadsheet? That's fine. We'll start with reading basic financial statements and understanding what those numbers actually mean for real businesses.

Business Owner

You're running a business but the financial side feels murky. Learn to read your own numbers, spot trends early, and make decisions based on what your finances are telling you.

Investor Curious

Want to understand what you're actually buying before investing? We'll show you how to evaluate companies, read annual reports, and ask better questions about where your money goes.

Student working through financial analysis exercises at desk with charts and documents

Questions Lead to Understanding

Each module starts with a real scenario—something you might actually encounter. Then we break down the analysis step by step. No jumping ahead to complex formulas before you understand what problem they're solving.

You'll work through examples from Australian businesses, see how different industries present their finances, and build your confidence with numbers that matter in your actual context.

Building Your Analysis Toolkit

These aren't abstract concepts—they're practical tools you'll use regularly. We focus on techniques that work for small portfolios and personal finance decisions, not just corporate environments. Each workshop gives you something you can apply immediately.

1

Reading Financial Statements

Balance sheets, income statements, cash flow reports—they all tell different parts of the story. Learn what each document reveals, what it hides, and how to spot the important details buried in footnotes.

2

Ratio Analysis That Makes Sense

Financial ratios are shortcuts for comparing companies or tracking changes over time. We'll show you which ratios actually matter for different situations and when to ignore the rest. No drowning in formulas you'll never use.

3

Spotting Trends and Red Flags

Numbers change over time for good reasons and bad ones. You'll learn to identify warning signs early—declining margins, growing debt loads, or cash flow problems—before they become disasters.

4

Building Your Own Models

By the end, you'll create simple financial models to test scenarios and forecast outcomes. Nothing fancy—just practical tools to answer questions like "Can I afford this expansion?" or "Is this investment fairly priced?"

Financial charts and analysis tools displayed on computer screen with notebook
Rhett teaching financial analysis concepts
Rhett
Lead Instructor, Financial Fundamentals

Real Situations, Practical Analysis

Theory matters, but only when you can apply it. These case studies use actual scenarios from Australian markets to show how analysis works in practice.

Business financial documents and analysis worksheets

Small Business Health Check

A Geelong café looks profitable on paper but struggles with cash. We'll walk through their financials, identify the timing mismatches causing problems, and show you how to spot similar issues in any business.

  • Cash flow versus profit analysis
  • Working capital management
  • Seasonal adjustment techniques
Investment analysis charts and financial data on screen

Evaluating Investment Options

Two companies in the same industry, both showing growth. One's a solid opportunity, the other's hiding problems. Learn to dig beyond headline numbers and understand what makes a company genuinely investable.

  • Comparative financial analysis
  • Debt sustainability assessment
  • Growth quality evaluation
Sienna reviewing financial reports and providing guidance
About Your Instructor

Sienna spent years analyzing financials for Melbourne investment firms before moving to education. She's been teaching since 2018 and specializes in making complex analysis accessible.

Your Learning Experience

Support When You Need It

Financial analysis gets easier with practice, but you'll hit confusing spots. That's normal. Every participant gets direct access to instructors who've taught hundreds of students through the same sticking points you'll encounter.

The autumn 2025 session includes weekly review sessions where you can ask questions, work through tricky concepts, and see how other students approached the same problems. Learning happens faster when you're not stuck spinning your wheels alone.

  • Weekly live Q&A sessions with instructors
  • Written feedback on your practice analyses
  • Community forum for peer discussion
  • Resource library with additional examples