Workshops
Group sessions that bring the same structured expense analysis approach to multiple families at once. Different format, same rigour.
Learning expense awareness together
Workshops cover the methods and frameworks we use in individual sessions. Participants leave with practical tools they can apply at home with their own documents. No personal financial data is shared in the group setting.
Household Expense Mapping
A three-hour workshop covering the fundamentals of expense categorisation, how to read bank statements analytically, and how to construct a visual expense map for your household. Participants work through anonymised example datasets during the session.
The Subscription Audit
A focused two-hour session specifically on recurring charges. How to identify all active subscriptions across bank accounts, how to evaluate which ones deliver value, and a practical framework for deciding what to keep, reduce, or cancel entirely.
Family Budget Conversations
Designed for families with children aged 10 and above. This workshop introduces age-appropriate ways to talk about household finances, how to involve children in budget awareness without anxiety, and how to explain spending decisions in ways that build financial literacy early.
Employee Financial Awareness
A workplace session for companies that want to offer their employees a practical financial wellbeing benefit. Covers household expense awareness, subscription management, and savings identification. Conducted on-site at the employer's premises. Content is general and educational, not personal advice.
Two formats for different needs
Workshops teach the method. Individual sessions apply it to your specific household. Many people attend a workshop first and then book an individual session once they understand what's involved.
| Feature | Workshop | Individual SessionPersonalised |
|---|---|---|
| Uses your actual documents | ||
| Teaches analysis methods | ||
| Personalised expense map | ||
| Written savings plan | ||
| Group learning environment | ||
| Specific savings amounts |
Interested in a workshop?
Get in touch to find out about upcoming dates or to arrange a workshop for your organisation.