Free online course
Master Your Budget (free budgeting course)
Welcome to this 100% FREE course, dedicated to helping you master your budget, hosted by financial advisor James O’Reilly. In a world where interest rates and living costs continue to rise, many individuals wonder how they can afford the things they truly desire.
Updated 2026
Master Your Budget (free budgeting course) overview
Welcome to this 100% FREE course, dedicated to helping you master your budget, hosted by financial advisor James O’Reilly.
In a world where interest rates and living costs continue to rise, many individuals wonder how they can afford the things they truly desire. This comprehensive course aims to give you the clarity and confidence needed to tackle your financial goals.
What you’ll gain from taking this FREE course:
You’ll gain a deep understanding of your expenses, identifying areas for improvement along the way.
You’ll explore essential topics such as upcoming tax cuts and the impact of expiring fixed loans on your cash flow.
Moreover, this course offers invaluable projections for the next five years, allowing you to make informed decisions regarding home upgrades, vacations, weddings, and more.
Based in Melbourne’s eastern suburbs, James focuses on helping accumulators, professionals, executives, and business owners to get clear on their money and make more financial progress. He’s bringing everything he’s learnt, helping 100’s of clients over the years, to you in this free course.
Join us on this transformative journey, benefit from our positive support and feedback, and finally get your cash flow sorted. We look forward to seeing you in the course (it’s free, so you’ve got nothing to lose).
01Welcome to this course1 lesson · Self-paced
Welcome to the Master Your Budget Course, where financial advisor James O’Reilly (that’s me) will be your guide. I’m based in Melbourne’s eastern suburbs and focus on helping accumulators, professionals, executives, and business owners to get clear on their money and make more…
- Welcome to this courseLesson
02Why do you need a budget?1 lesson · Self-paced
The word budgeting brings up a lot of feelings; it can sound like rules, restrictions and overall something that sucks the fun out of life. But what if we reframed that word? Instead of looking at a budget as a negative thing, consider it as a tool that helps you give each…
- Why do you need a budget?Lesson
03Your budget template1 lesson · Self-paced
In this lesson, I’m going to introduce you to a budgeting tool my team, and I have spent years putting together for our clients, which I’m giving you for free. Plus, we’ll jump into how to effectively use your budget template to make sure it fits with your life and goals.
- Your budget templateLesson
04Understanding your results1 lesson · Self-paced
We covered a lot in the last lesson, so in this one, we will start putting the puzzle pieces together and help you make sense of the results in your budget planner. In particular, we’ll look at your budget planner’s Summary Tab .
- Understanding your resultsLesson
05Your 5 year projection1 lesson · Self-paced
In this video, we’re diving into your 5-year budget planner projections and answering some frequently asked questions. This lesson is crucial for you to gain a comprehensive understanding of how your expenses and income translate into your long-term financial well-being.
- Your 5 year projectionLesson
06What's next?1 lesson · Self-paced
Congratulations on completing the Master Your Budget Course – you’ve taken a huge step on your money journey and should be super proud of yourself! Throughout this course, we’ve emphasised the importance of budgeting and understanding your financial situation.
- What’s next?Lesson
07Live workshops1 lesson · Self-paced
Throughout 2023, we’ll host some free live workshops for students taking this course, which will be recorded and uploaded here. You’ll be notified via email when we have another session lined up.
- Live workshopsLesson
Enrol in Master Your Budget (free budgeting course)
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