Carrie-Ann McLean facilitating a Financial Wellbeing Workshop, helping community members build budgeting skills, money confidence and financial resilience in a supportive group setting.

Financial Wellbeing Workshops for Community Organisations, NFPs and Support Services

Empowering everyday Australians to feel more confident with money through practical budgeting tools, realistic strategies and supportive guidance. 

Whether you’re supporting people through financial hardship, life transitions, recovery, or today’s cost-of-living pressures, having the right tools and support can make a lasting difference.

Budget Right Financial Wellbeing Workshops provide practical budgeting guidance in a supportive, judgement-free environment. Participants learn realistic money skills, build confidence with their finances and develop healthier money habits they can put into practice straight away.

Designed for community organisations, not-for-profits, support services, libraries, schools and wellbeing programs, these workshops combine budgeting, money mindset and financial resilience strategies that create lasting change.

Led by Carrie-Ann McLean, Author, Speaker, Budgeting Coach and Money Mindset Educator, each workshop combines practical budgeting tools, money mindset strategies and emotional wellbeing support in a warm, down-to-earth environment.

Drawing on her own journey of overcoming financial hardship, addiction and homelessness, Carrie-Ann helps participants build confidence with money through realistic, judgement-free guidance that feels supportive, achievable and relatable.

 Who the Budget Right Workshops Support 

Our Financial Wellbeing Workshops are suitable for:

  • Community organisationsDiverse group of adults sitting around a table with coffee, notebooks and resources, participating in a supportive community financial wellbeing workshop. 
  • Not-for-profit organisations
  • Women’s support services
  • Housing and homelessness services
  • Mental health programs
  • Employment and job readiness programs
  • Libraries and community centres
  • Schools and youth programs
  • Recovery and wellbeing groups
  • Family support services

Whether participants are looking to improve budgeting skills, reduce financial stress or rebuild confidence with money, workshops can be tailored to suit the needs of your community.


Why Choose a Budget Right Workshop? 

Money stress affects more than bank accounts. It can impact confidence, relationships, mental wellbeing and everyday decision-making.

Our workshops help participants build practical money skills while developing the confidence and mindset needed to create positive financial change. Participants leave with realistic tools they can use immediately, clear action steps and renewed hope for their financial future.

Our workshops offer:

  • Practical budgeting tools and resources
  • Money mindset and financial wellbeing support
  • A supportive, judgement-free environment
  • Face-to-face and online delivery options
  • Flexible workshops tailored to community groups and support programs
  • Affordable pricing, with discounted rates available for eligible not-for-profit organisations

Workshop Options

Each workshop is interactive, practical and delivered in a supportive, judgment-free environment. Ideal group sizes range from 6 to 20 participants, depending on the session. We’ll work with you to find the best format for your group, space and goals.

In-Person Workshops: Available across South East Queensland – from the Sunshine Coast to the Gold Coast.

Online Workshops: Available via Zoom for organisations and communities worldwide.

Let’s chat about what will work best for your group!

Budgeting Basics: Building Financial Confidence One Step at a Time

Duration: 1 Hour
From: $150 (Discounted rates available for NFPs)

Description:
This introductory session is the perfect first step for anyone feeling overwhelmed by money or unsure where to begin. It offers practical guidance, real-life examples, and simple tools to help participants understand their spending and start taking control – without stress or shame.

In just one hour, we cut through the confusion and give participants a clear, doable approach to budgeting using the Budget Right method. No complicated spreadsheets, no judgment – just everyday strategies that work.

What’s covered:

  • How to get clear on where your money is going

  • Spotting spending leaks and simple ways to save

  • An introduction to the Budget Right method and how to make every dollar count

Perfect for: Community support groups, housing services, libraries, or anyone needing a supportive starting point to take control of their finances.

Money Mindset & Budgeting Masterclass: Rewrite Your Money Story

Duration: 2 Hours
From: $250 (Discounted rates available for NFPs)

Description:
This extended workshop combines practical budgeting tools with powerful mindset shifts to help participants rewrite their relationship with money. It builds on the Budgeting Basics session, then dives deeper into emotional spending habits, mindset blocks, and daily decisions that shape financial outcomes.

This is a judgement-free space to reflect, reset, and take practical steps toward lasting financial wellbeing.

What’s covered:

  • Where your money is really going, and why

  • Common spending triggers and how to manage them

  • Shifting from impulse to intentional spending

  • Creating a personal money mantra

  • Includes printed worksheet pack + access to the Budget Right spreadsheet

Perfect for: Women’s groups, mental health organisations, job seekers, or any community group ready to support lasting, empowered change.

Financial Resilience Workshop: Repair, Rebuild & Reset Your Finances

Duration: Half-Day (3-4 Hours)
From: $400 (Discounted rates available for NFPs)

Description:
This immersive, supportive workshop is for people who are ready to break the cycle and create real, lasting change with their money. We go beyond the basics to uncover what’s holding participants back – from emotional spending and mindset blocks to unstructured banking and debt stress.

With practical tools, honest conversations, and a strong focus on hope and recovery, participants will leave with a personalised Financial Resilience Plan they can use right away.

What’s covered:

  • A realistic, judgment-free approach to budgeting

  • Understanding spending triggers and how to manage them

  • Smarter banking setups to simplify and stay on track

  • Practical debt payoff strategies (that don’t feel impossible)

  • Emotional recovery: making peace with past money mistakes

  • A complete takeaway workbook, Budget Right spreadsheet, and self-care tracker

Perfect for: Community organisations, women’s services, family support programs, and anyone looking for a fresh financial start backed by real tools and compassionate guidance.

Ready to Support Your Community?

Whether you’re planning a one-off event, ongoing wellbeing program, or community education initiative, we’d love to help.

Let’s discuss the needs of your organisation and create a workshop experience that empowers participants with practical money skills and renewed financial confidence.

Enquire About a Workshop

Tell me a bit about your group, and I’ll be in touch with a tailored session plan and quote.

Name
Which workshop are you interested in?
Do you have funding available for this workshop?

Reviews

Keely, Brisbane
Keely, Brisbane
Just wanted to say thank you for such an inspiring and insightful class this morning. I truly enjoyed it! It’s honestly the first time I’ve really stopped to think about how I’m spending and saving on a daily basis. I also loved the great ideas of yours that you’ve shared with everyone - particularly the 70/10/10/10cash flow system. I hope by reading your book and taking on your class today helps with my future financial goals and also helping others if I can.

Disclaimer: 

Important Notice: The information provided during financial wellbeing workshops is for general informational and educational purposes only. It does not constitute financial advice, investment advice, or legal advice, and should not be treated as such. While every effort is made to provide accurate and practical guidance, you are solely responsible for any financial decisions made as a result of these financial wellbeing workshops. Carrie-Ann McLean and Budget Right take no responsibility for outcomes related to your personal financial circumstances. Please seek independent professional advice where required.

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