Building Financial Models That Actually Work
We teach you how to create forecasts that make sense—not spreadsheets filled with guesswork.
Most people think financial modelling is just about Excel formulas. It's not. It's about understanding business mechanics, spotting assumptions that don't hold up, and presenting numbers that decision-makers can trust. Over the years working with Australian businesses, we've seen what separates models that sit in a drawer from ones that guide real strategy.
Our approach comes from those lessons—teaching you to build models that reflect how businesses actually operate, not textbook theory.
Common Problems We Help You Solve
Revenue Forecasts That Don't Match Reality
You've built a projection showing steady growth. But three months in, actual numbers tell a different story. We teach you how to model seasonality, customer behaviour, and market cycles that reflect what happens in practice—not just optimistic straight lines.
Cost Structures That Change as You Scale
Many models treat costs as fixed percentages. That works until your business hits a new volume threshold and everything shifts. You'll learn to build dynamic cost assumptions that adapt as operations grow, helping you spot cash flow crunches before they happen.
Scenarios That Feel Like Guesswork
Sensitivity analysis shouldn't be random tweaks to see what breaks. We show you how to identify the variables that actually matter, test realistic ranges, and present scenarios that give stakeholders confidence rather than confusion.
Models That Break When Assumptions Change
A good model stays flexible. You'll build structures that let you update key inputs without unravelling the entire spreadsheet—making it easier to iterate as new information comes in or business conditions shift.
Elodie Sinclair
Financial Planning, Melbourne
"Before this program, my forecasts felt like educated guesses. Learning to build assumptions from actual business drivers changed how I approach planning. My models now hold up when we revisit them six months later."
How Our Program Works
We break financial modelling into practical stages—starting with foundational concepts and building toward models you can use in real business contexts.
Understanding Business Mechanics
Before touching a spreadsheet, you'll learn how different business models generate revenue, incur costs, and manage cash flow. This foundation helps you ask the right questions when building assumptions.
Building Core Financial Statements
You'll construct integrated income statements, balance sheets, and cash flow statements from scratch—learning how they connect and why certain line items matter more than others depending on the business.
Creating Dynamic Assumptions
Static inputs produce rigid models. We show you how to build assumption frameworks that respond to operational changes, seasonal patterns, and strategic decisions—giving you flexibility when conditions evolve.
Scenario Analysis and Stress Testing
You'll learn to model best-case, base-case, and downside scenarios in ways that inform strategy rather than just producing different numbers. This includes identifying break-even points and testing resilience under pressure.
What You'll Be Able to Do
Tamsin Lovett
Lead Instructor, Financial Analysis
"The best models aren't the most complex—they're the ones that capture essential business drivers clearly. That's what we focus on teaching: clarity over complexity, realism over optimism."
Explore the Learning Program