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Learn to keep more of your salary and build real wealth
Structured courses with narrated video lessons, interactive knowledge checks, and the same verified 2026 tax math that powers the calculator. Pick your level and start.
All courses
Each course has narrated video lessons, worked examples with real numbers, and knowledge checks. No sign-up required.
Your First $100K Invested
The step-by-step path from zero to six figures invested. No jargon, no day trading. Just the boring moves that real millionaires actually made.
Complete beginners who have never invested
How the Stock Market Actually Works
What a stock is, how exchanges match buyers and sellers, order types, market cap, the bid-ask spread, and settlement. The mechanics nobody explains before telling you to invest.
Anyone who has been told to invest but does not understand what they are buying
Tax-Sheltered Wealth: UK, US & Canada
Master every tax-advantaged vehicle available in your country. Know exactly how much tax you save, which accounts to prioritize, and how to stack them.
Employees earning a salary who want to keep more of it
Pension Mastery: Calculate, Consolidate, Optimise
How pensions actually work, how to calculate what you need, when to consolidate multiple pots, salary sacrifice optimisation at every income level, and how to draw down in retirement.
Employees with one or more pension pots who want to understand and optimise them
The Five Stages of Financial Freedom
A practical framework for the journey from financially unstable to fully independent. Freedom exists at every stage, not just the last one.
Anyone who wants a roadmap, not just a destination
Solopreneur Money Mastery
Stop comingling finances, missing deductions, and flying blind. The financial foundation every one-person business needs.
Freelancers, contractors, side-hustlers, and solo business owners
Choosing Financial Providers and Advisors
How to choose a broker, when you need a financial advisor, fee-only vs commission, fiduciary duty explained, and the red flags that mean run.
Anyone who needs to choose where to invest or whether to hire professional help
Debt Strategy and Consolidation
Good debt vs bad, the avalanche vs snowball math, when to consolidate, mortgage optimisation, and the exact order to pay down debt before investing.
Anyone carrying debt who wants a clear, number-driven payoff plan
Advanced Tax Optimisation
Tax-loss harvesting, the wash sale rule, backdoor and mega backdoor Roth, pension carry-forward, bed-and-ISA, and Roth conversion ladders. For investors who have maxed the basics and want the next level.
Experienced investors who have maxed their standard tax-advantaged accounts
Building Generational Wealth
Investing for your children, inheritance tax planning, trusts, 529 plans, Junior ISAs, RESPs, and the strategies that pass wealth across generations without the taxman taking half.
Parents, grandparents, and anyone planning to pass wealth to the next generation
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