Quarter-Based Planning
We organize everything around quarters because that's how most financial obligations actually work. Makes it easier to see patterns and prepare ahead of time.
We Started With A Simple Question
Why does everyone hate financial planning?
Back in 2019, Eli was working late again. Tax season. Receipts everywhere. Sticky notes with dates scribbled on them. Missing a payment deadline cost him sleep and money. He thought there had to be a better way.
So he called his mate Rachel. She'd been through the same mess running her own consultancy. Together, they mapped out what actually matters when you're trying to stay on top of money stuff without losing your mind.
Building Something That Actually Works
Most financial planning feels like homework. Or worse, like you need an accounting degree just to understand when to pay what.
We wanted something different. A resource that talks to real people who just want clarity about their financial calendar without the jargon overload.
Started small in early 2020. Tested with friends running small businesses across Victoria. Got honest feedback. Made changes. Tested again. By mid-2021, we had something people actually used.
Now we help hundreds of Australians understand their financial timelines. Tax dates, payment schedules, quarter-end planning. The stuff that matters when you're trying to run a business or manage household finances.
Who We Are
Two people who got tired of missing deadlines and decided to do something about it. No corporate backgrounds. Just practical experience and a shared frustration.
Rachel Winters
Co-Founder, Content Direction
Spent years juggling client invoices and tax obligations while running a marketing consultancy. Knows exactly how overwhelming financial calendars can get. Now focuses on making complex timing simple and accessible for everyone.
Eli Thornton
Co-Founder, Strategy & Planning
Built his first business at 24 and immediately struggled with financial timing. Missed deadlines, paid late fees, stressed constantly. Turned that frustration into a mission to help others avoid the same mistakes through better planning resources.
How We Think About Financial Calendars
Our approach isn't revolutionary. It's just practical. We break down the year into manageable chunks and help you understand what matters when.
Australian Context
Everything's built around how things actually work here. ATO deadlines, financial year structure, BAS timing. No US-centric advice that doesn't apply.
Plain Language
We skip the accounting speak. If something's important, we explain it like you're talking to a friend over coffee. Clear deadlines, simple explanations, no fluff.
Ready To Get Your Financial Calendar Sorted?
Our next program starts in September 2025. Limited spots available. We keep groups small so everyone gets proper attention.
Get In Touch