Financial Wellness – Setting and Achieving Collective Financial Goals

**This WiBF Masterclass offers CPD Points (1 pt)**

Masterclass date: Thursday 20th August 2026

Join award-winning money educator Jessica Brady for an engaging masterclass on Financial Wellness: Setting and Achieving Collective Financial Goals.

In this session, Jessica will share her signature framework for setting meaningful financial goals at any age or stage, helping you shift from autopilot to intentional action. This session offers a fresh perspective on building financial systems and goals that support both individual and collective wellbeing.

A practical, repeatable framework to set financial goals that actually stick.
Insight into common habit traps and strategies to build better money behaviours.
A step-by-step system to make your goals easy, actionable and on-track.

Join us for a facilitator lead in-depth Masterclass, focused on Setting and Achieving Collective Financial Goals. All genders are welcome to participate in the masterclass!

Date: Thursday 20th August 2026
Time: 1:00 pm – 3:30 pm AEST
Location: Zoom Meeting

Empower your team to thrive financially, together. This session explores how to set meaningful collective financial goals, boost confidence around money conversations, and create a culture of shared financial wellbeing that drives both personal and organisational success.

Workplace

Jessica Brady

Jessica Brady is a Financial Adviser, Money Educator, and advocate for financial empowerment, dedicated to helping people take control of their money with confidence. As the founder of innovative online money programs, a sought-after corporate financial wellbeing educator and host of the Financially Fierce podcast, Jessica is passionate about making financial literacy inclusive, accessible, and values-driven.

With over 18 years experience in the finance industry, she blends expert knowledge with an approachable style, breaking down complex financial topics into practical, actionable steps. Through her corporate programs, Jessica partners with organisations to support their teams to become more financially fit, while her online courses help people grow their financial confidence and capabilities. Her mission is to close financial gaps, align finances with values, and inspire generational change by putting more wealth and financial power into the hands of more people.

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