Larissa Vexley
Program Director
Spent fifteen years analysing commercial property investments before moving into education. Still consults part-time, which keeps the course material grounded in current market realities.
Building Financial Clarity Through Genuine Education
Since launching in early 2023, we've focused on something pretty straightforward. Teaching people how to evaluate investments without the typical financial jargon that makes most folks tune out.
Why We Started This
Back in 2022, our founder noticed something frustrating. People were making huge financial decisions based on advice they didn't fully understand. Investment evaluations felt like secret knowledge reserved for finance professionals.
So we built something different. A place where regular business owners and investors could learn to analyse opportunities themselves. Not through complex formulas, but through practical frameworks that actually make sense.
We started teaching small workshops in Sydney's eastern suburbs. The response surprised us. Turns out a lot of people wanted to understand the mechanics behind investment decisions rather than just taking someone's word for it.
How We Think About Teaching
Our approach breaks down into three core principles that guide everything we create.
01
Real Scenarios First
We start with actual investment situations. Case studies from Australian markets, property evaluations, business acquisition analyses. Theory comes second, context comes first.
02
Build Your Framework
You'll develop your own evaluation system that fits how you think. We provide the tools and methodologies, but you adapt them to your decision-making style.
03
Question Everything
We encourage healthy skepticism. Challenge assumptions, test models, compare different analytical approaches. Good evaluation comes from rigorous questioning, not blind acceptance.
People Behind the Programs
Small team, focused expertise. We're not trying to cover everything in finance. Just investment evaluation, done thoroughly.
Siobhan Kellaway
Curriculum Developer
Designs the learning pathways and assessment frameworks. Background in instructional design meets practical experience from running due diligence for private equity acquisitions.
What Matters to Us
- Teaching practical skills over theoretical knowledge. You should be able to evaluate a potential investment the week after finishing a module.
- Transparency in methodology. We show you exactly how different valuation approaches work, including their limitations and appropriate use cases.
- Building genuine analytical capability. The goal isn't memorising formulas but understanding the logic behind financial assessment.
- Maintaining realistic expectations. Investment evaluation is one piece of decision-making. We don't oversell its importance or promise certainty where none exists.
- Continuous refinement based on participant feedback. Our curriculum evolves as markets change and students share what works in practice.
Our Commitment Going Forward
We're expanding our course offerings throughout 2025 and into 2026. More focused modules on specific investment types, deeper dives into risk assessment frameworks, and practical workshops on due diligence processes.
But the core philosophy stays the same. Clear explanations, practical application, and respect for your intelligence. No mystifying the process or creating artificial complexity.
If you're interested in developing your investment evaluation skills, our next program intake opens in September 2025. Designed for people who want to make more informed financial decisions through better analytical understanding.