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What you'll Learn

  1. How to prepare for and read a tax return
    Whether you use an accountant or lodge your tax return yourself, understanding your tax return and how to prepare for it is vital in planning and achieving your money goals!

  2. All about profit and loss statements
    Learn how a personal profit and loss statement can help you to achieve your goals of owning a home, embarking on the adventure of a lifetime or whatever else your heart desires!

  3. The knowledge you need to confidently manage your money and achieve your goals
    Say goodbye to your FOFU and set yourself up with success with the financial literacy understanding you need to set, manage and smash your financial goals

What’s Included

  • Access to 1 online video module
    You get lifetime access to our easy to follow online video module which you can do in your own time and at your own pace!
  • 4 x Downloadable activity worksheets
    Our worksheets are designed to help you understand the content and develop your very own profit and loss statement!
  • 3 x Quizzes and surveys to test your knowledge and reflect on your progress
    Put your learning to the test with quiz questions at the end of each module to reinforce what you have learnt!
  • Access to an exclusive Facebook community
    Connect with people who are just like you, sharing tips and tricks on how they are taking back control of their finances, while keeping each other accountable well after the course is finished!


BUY NOW for $49 AUD

Helix Planning: Resolve to Evolve

Did you know about 75 per cent of Australians do not file their own tax returns and prefer to lodge with a registered tax agent? This is certainly a great way to make sure you correctly report your earnings and claim any deductions you’re entitled to. But with many passing on their tax responsibilities to the professionals, how many of us actually understand how to read a tax return or even a profit and loss statement? Understanding these principles are vital in planning and achieving your money goals.

That's why we created Do you have finance FOFU - an interactive course that builds on the fundamentals of managing your finances and takes your money confidence to the next level. (I don’t know if this is right either, what do you think?)

In this module, facilitated with our own partner Accountant and Registered Tax Agent Trudi Cowan, you will learn how to prepare for and read a tax return, understand the workings of, and how to read a profit and loss statement and utilise this info to help achieve your money goals. It can be taken at your own pace, in your own time, on your schedule.

BUY NOW for $49 AUD