NDIS Everyday Money Skills

1. Everyday Personal Budgeting Support (NDIS-Friendly)

There’s no one “right” way to learn budgeting — every participant is different.
That’s why I offer a range of flexible, easy-to-understand options that meet you exactly where you’re at.

Whether you prefer 1:1 support, a group workshop, or a self-paced online course, the goal is always the same:

Build a realistic budget, understand your money, and feel more confident and independent in everyday life.

All sessions are designed for all learning levels, including participants with low literacy or numeracy.

What’s On Offer

1️⃣ One-on-One Budgeting Sessions

A private, supportive session where we build a personalised budget together.
✔ 1.5-hour session
✔ Includes printed budgeting journal
✔ Includes access to the Simple Introduction to Budgeting online course
✔ Online or face-to-face (Logan)
✔ Travel available upon request

Ready to Get Started?

📞 Call Jackie on 0435 120 902 or book your 1:1 session with Jackie.

2️⃣ Group Budgeting Workshops

Perfect for:
• Organisations
• Day programs
• Community groups
• NDIS providers

✔ In-person or online
✔ Printed workbook included (in-person)
✔ Downloadable workbook (online)
✔ Can be delivered as a one-off session or as a multi-week series
✔ Practical, visual and engaging for mixed-ability groups

3️⃣ Online Budgeting Course $25 + GST

Learn the basics at your own pace.
Perfect for participants who prefer flexible, self-guided learning.

Includes:
• Short, easy video lessons
• Downloadable workbook
• Real-life examples
• Lifetime access

4️⃣ Printed Workbooks & Budgeting Journals

Available separately through my online shop.

2. Introduction to Money – NDIS Learning Program

A gentle, flexible program for everyday money skills.

There’s no right place to start — we meet every participant exactly where they’re at.
This is not a fixed curriculum. Each session is personalised, visual and paced to suit individual learning needs.

Sessions can be delivered 1:1, in small groups, online or face-to-face.

Topics we can Explore

• What money is and how it works
• Needs vs wants
• Spending and saving basics
• Weekly budgeting habits
• How to plan simple, everyday purchases
• Using bank accounts, ATMs and cards
• Safe online banking
• Avoiding scams and unsafe financial situations
• MyGov basics & government services
• Understanding income, bills and responsibilities
• Setting simple, personal money goals
• Building confidence with everyday decisions

Perfect For Participants Who…

• Are building independence or life skills
• Struggle with organising money or understanding value
• Have low literacy or numeracy and need simple, visual learning
• Are preparing for work readiness or employment pathways
• Want support to understand MyGov, banking or bills
• Are new to budgeting or have never been taught how money works
• Experience anxiety or overwhelm around money
• Live in SIL, ILO or shared-support environments and want more autonomy
• Benefit from repetition, slower pacing and clear steps

Why It Works

• Calm, supportive teaching — no pressure or judgement
• Delivered in plain English with visual aids and real-life examples
• Designed for all learning levels, including low literacy
• Flexible delivery: 1:1, small groups, online or face-to-face
• Builds confidence through repetition, practice and discussion
• Adapted to the participant’s goals, pace and support needs
• Based on proven literacy-based education used with 10,000+ learners

This program focuses on skills for everyday life, not abstract theory — making it ideal for real-world independence goals.

Everyday Money Management Skills

• Ability to understand income, spending and simple budgeting
• More confidence making everyday purchases
• Stronger awareness of needs vs wants
• Safer spending habits and reduced financial vulnerability

Increased Independence

• Ability to navigate banking tasks with support (or independently where appropriate)
• Skills to engage with MyGov, bills and essential services
• Better organisation of money, payments and personal responsibilities
• Improved decision-making and problem-solving

Financial Safety & Awareness

• Recognising scams
• Knowing what to do if something goes wrong
• Understanding basic rights and safe financial behaviour

Work & Life Readiness Skills

• Understanding payslips, income, spending and saving
• Basic knowledge useful for employment or volunteer roles
• Improved confidence in school, work or community settings

Funding Suitability

This program may align with:
• Improved Daily Living (Capacity Building)
• Increased Social & Community Participation
• Finding & Keeping a Job
• Life Skills Development
• Independence & Decision-Making Goals

Outcomes (Aligned to NDIS Capacity Building Goals

(Providers can determine the most appropriate line item based on the participant’s plan.)

3. NDIS Micro-Business & Side-Hustle Program

A supportive pathway for participants who want to explore a business idea, try a side hustle, or build early work skills.

This program breaks business into tiny, achievable, confidence-building steps.
Designed for participants with diverse learning needs, including low literacy, low numeracy and anxiety around new tasks.

Available 1:1 or in group format, online or face-to-face.

Who This Program Is Perfect For

Participants who:
• Have a hobby or interest and wonder “could this be a business?”
• Want to try earning money in a safe, supported way
• Need clear, visual explanations
• Thrive with hands-on learning
• Want a weekly meaningful activity or routine
• Are exploring early work pathways
• Need slower pacing or repetition
• Want to build independence and decision-making

Exploring Ideas & Strengths

• Interests and abilities
• Real examples of micro-businesses
• Matching ideas to capacity
• Assessing suitability, safety and achievability

Business Basics (Plain English)

• What a business is (and isn’t)
• ABNs and when you need one
• Choosing a name
• Safety, boundaries and responsibilities
• Insurance (explained simply)

Money Skills for Business

• Costs, pricing, value
• Understanding profit
• Cashflow basics
• Separating personal and business money
• Planning for slow weeks
• Simple record-keeping

Marketing, Customers & Communication

• Describing your idea
• Safe customer communication
• Simple marketing tools
• Whether you need a website
• Taking payments safely

Trial Run (Supported Side-Hustle Test)

• Planning a small job or product
• Practising with support
• Gathering feedback
• Building confidence

Next Steps

• Creating a basic 3-month plan
• Safe decision-making
• Building routines and systems

Outcomes

Aligned with Capacity Building goals:

Independence & Decision-Making
• Safer choices
• Confidence managing simple work tasks

Daily Living Skills
• Organising routines
• Handling simple responsibilities

Work & Economic Participation
• Early money skills
• Communication and customer practice
• Exposure to real-world expectations

This program can be delivered slowly and gently, or more structured, depending on the participant’s goals and support needs.

Topics We Can Explore

Funding Suitability

May align with:
• Improved Daily Living
• Finding & Keeping a Job
• Social & Community Participation
• Employment-related goals

4. Business Budget Setup -For NDIS ABN Support Workers

Two × 2-hour 1:1 sessions (held 1–2 weeks apart)
Includes Business Budget Course, Spreadsheet & Templates

• Review your cash flow and budget progress

• Stay accountable with expert guidance

• Ask questions and adjust as your business grows

Perfect for those who’ve completed the Business Budget Setup and want ongoing support.

Session 1 – Map Out Your Business Budget

• Build your budget using the Business Budget Spreadsheet

• Identify fixed and variable costs, GST, super, and profit targets

• Find gaps and opportunities in your cash flow

• Create a budget that fits your goals and lifestyle

Session 2 – Implementation & Systems

• Set up bank accounts for tax, bills, overflow, and profit

• Learn Xero basics (categories, invoicing, reconciliation)

• Build your monthly check-in routine

👉 Perfect for sole traders, startups, and micro-business owners who want a simple system to understand their money without the overwhelm.

Monthly Money Mentor — $200 + GST

1.5 -hour 1:1 check-in each month to:

Quarterly Review - $200 + GST

keep your budget sharp, your systems flowing, and your goals in focus. Perfect for those who’ve completed the Business Budget Setup and want continued support without the guesswork.

Optional Add-Ons:

• Xero basics setup & support

• Canva training for business branding

• Creating your first online course

• Business mindset & productivity support

Ongoing Support (Optional)

Because getting your budget set up is just the beginning.

1.5 -hour 1:1 check-in each quarter to:

Why It Works

This isn’t accounting. It’s practical, real-world mentoring that gives you control and clarity over your business finances. You’ll walk away with a system you can actually use — plus the support to keep it working as your business grows.

📍 Based in Logan QLD. Supporting businesses across Brisbane, Ipswich, the Gold Coast, Sunshine Coast, regional QLD and online Australia-wide.

Ready to Get Started?

Perfect for support workers, carers and lifestyle workers running their own micro-business.

Most support workers are never shown how to set up the money side of their business — so this program gives you a clear, simple system.

• NDIS support workers with an ABN

• Small providers and micro-businesses

• Sole traders in care, cleaning, support or community roles