MASTER YOUR MONEY - LEARN TO INVEST - LIVE GENEROUSLY
your Year of Financial Transformation
Everything You Need To Know and Do To Thrive Financially
and Nothing You Don't...
Join the Money Boss Academy now by clicking the button below.
This is the financial education that nobody teaches us but every family needs. Simple habits and strategies that make a million dollar difference.
Why Join
Money Boss academy
Our program is tailored for Everyday Australians who are ready to:
Wednesday, July 17, 2024
Gain Financial Clarity
Understand where your money goes so you can identify ways to consistently save more money.
Consistently Save More Money
Implement simple proven money management systems to save more money EVERY month.
Achieve Big Hairy Life Goals
Follow our proven framework that will enable you to achieve your big life goals with purpose.
Wednesday, July 17, 2024
Build Wealth
Learn and implement simple investment strategies to get your money working for you.
Reduce Financial Stress
Implement our proven financial roadmap to eliminate the money worries from your life.
Eliminate Debt
Learn simple debt elimination strategies that our clients have used to pay off $18 Million + in debt.
Start Your Journey to Becoming a Money Boss Today!
Our comprehensive program provides the essential tools, knowledge, and support needed to take control of your financial future and make the things that matter most to you a reality.
what's included?
LIVE Weekly Q&A Training Calls on Zoom with one of our experienced coaches providing practical education, strategy and support as you work your way through the program... no getting stuck :)
Monthly Doing Workshops (Financial Adulting 101) this is your chance not just to learn but TO DO as well. Over the course of the year we will cover all the important money topics (see below)
Access to the Amazing Money Boss Skool Community
Where you can connect, share and learn with other Australians striving to build a strong financial future for themselves and their families. Ask your questions, share your wins and receiving encouragement.
Access to the Money Boss Academy Training Library
Get access all the workshop recordings as well as a growing list of training videos aligned with monthly topics from budgeting, investing, superannuation through to teaching kids about money.
Access to the Grandma’s Jar Budgeting Software and Mobile Apps consistently save more money every month with our time tested and proven budgeting system tailored to your life and spending patterns.
Live onboarding workshops for everyone setting up and using our Grandma's Jar budgeting software and system. One our experienced budgeting coaches will walk you through the setup process and answer ALL your questions
Live Grandma's Jars End of Month Workshops where EVERY MONTH we walk you through the End of Month process to help you stay focused and up to date with your budget. Typically this workshop is the first Monday of every month.
MONTHLY DOING WORKSHOPS:
Every month you will have access to practical live workshops where we will both learn AND IMPLEMENT together
These workshops will cover everything from:
Month #1 - Create Your Life's Financial Roadmap
In this workshop you will use our proven "Financial Cascade" framework to create a step by step financial roadmap for your life so you know exactly where to start, and what to do to make your life goals a reality.
Month #7 - Time To Do Your Tax (Expert)
In this workshop a CPA and tax expert will walk you step you step through the ATO tax return portal and answer questions along the way so you can leave this workshop with your 2025/26 Tax return completed.
Month #2 - Mastering your Money
In this workshop you will set up a proven money management system that is tailored your life situation so you can confidently pay the bills, allocate money to fun stuff and consistently save more money every month.
Month #8 - Understanding and Investing in Crypto
In this workshop you will learn what crypto really is, what the opportunities are, how the crypto cycles work, what the risks are and how to start investing. By the end of this session you will have your first crypto investment.
Month #3 - Understanding and Eliminating Debt
In this workshop you will get a comprehensive understanding of the different types of debt, how it works, how to use it wisely, how to eliminate it quickly.
Month #9 - Achieving Big Life Goals
In this workshop you will work through our cascade + money management framework to create a step by step plan to make your big life goals a reality, from buying a house, taking the family overseas, to starting a family.
Month #4 - Investing in the Share market (Expert)
In this workshop an Ex -Stock Broker / Investment adviser will take you through everything you need to know and do to confidently get started investing in the share market.
Month #10 - Property - Buying and Investing
In this workshop a property specialist will give you the inside knowledge on what you need to consider and the questions you need to ask when buying a home or an investment property.
Month #5 - Superannuation (Expert)
In this workshop a Superannuation specialist will take you through 8 key features in your superannuation and show you how to tweak / adjust these features to optimise your superannuation.
Month #11 - Couples and Money Workshops
In this workshop Phil will share practical strategies and activities that couples implement to to optimise the way they think about and manage their finances, so that money can be a strength in their relationship.
Month #6 - Estate Planning (Expert)
In this workshop you will walk through Wills , Enduring Powers of Attorneys and Testamentary Trusts. You will walk away with a completed outline / template of what you want your Will and EPOA to look like.
Month #12 - Understanding Insurance
This workshop will take a deep look at the insurances, from health insurance, car insurance to Life and income protection. Which insurances do you really need, how much do you need and how do you get it?
BONUS MONTH - Teaching Kids about Money
In these (3) Workshops Phil will share practical age appropriate activities and strategies that parents can use to teach their kids essential money skills. The 3 workshops will be targeted at parents of children aged 5-11, 11 to 16 and 16+
Come along ready to LEARN and DO...
The focus of these workshops is not simply to learn cool stuff... it is to implement. To walk aways from each workshop having ticked off another milestone in your journey to becoming a Money Boss. So come prepared to roll your selves up ready to DO.
If You've EVER THOUGHT...
I don't know how I will every afford to buy a house...
I work so hard but never get to enjoy any of the money I earn...
I know I could be doing better with my money but have no idea what to do...
I don't want to HAVE to work until I'm 70...
I know I should probably invest but where would I even start?
I wish I was in a position to be more generous with my money.
I hope my kids never need to struggle as much as we do financially.
I wish someone could just show me HOW to get my finances sorted.
There must be something wrong with ME I make so many money mistakes.
How good would it be to pay our mortgage off in the next 5 to 10 years.
Then THE MOney Boss Academy is for you...
YOUR STEPS TO BECOMING A MONEY BOSS
COMMIT TO TAKING ACTION
Real change begins with one decision. Money Boss Academy gives the roadmap your job is showing up.
ACHIEVE YOUR LIFE GOALS
With strong foundations, achieve big goals like holidays, home ownership, and mortgage freedom with clarity and confidence.
HARNESS YOUR CASH FLOW
Wealth needs order. Harness your cash flow and create predictable surplus every single month.
START INVESTING WITH CONFIDENCE
Overcome fear, start investing confidently, and build a strong financial future for your family.
PREPARED FOR THE UNEXPECTED
Build a savings buffer so life’s surprises don’t derail your financial progress or confidence.
TEACH YOUR KIDS ABOUT MONEY
Set your kids up for life teach them to earn, save, and invest with confidence.
ELIMINATE LIFESTYLE DEBT
Stop making banks rich ditch debt, free up cash, and start building real wealth today.
GIVE GENEROUSLY
Real freedom is giving with purpose bless others and experience the joy of making impact.
benefits of being a founding member
You Get to Shape Money Boss
As a founding member of the Money Boss Academy, you’ll help shape the program from the ground up.
Your questions will inspire new training videos.
Your feedback will guide future content.
Your voice will help us create a community that truly serves you and every Money Boss who follows.
Be part of the foundation. Help us build something that changes lives. 💪
A Lifetime of Financial Support
Money Boss isn’t just a 12-month program it’s a lifelong financial toolkit designed to grow with you.
As the Academy evolves, new tools, resources, and support systems will be added to help members at every stage of life.
Our vision is that once members graduate from their Money Boss year, they will choose to remain members of the Money Boss Community.
As a founding member, once you have completed your Money Boss year you will have ongoing access to the Money Boss Community for just $10 a month for life.
You’ll always have access to everything we build for just $10 a month locked in.
A lifetime of financial support.
One decision that never costs you more. 💪
Founding Member Recognition
A huge part of the Money Boss Academy is the community people just like you, working together to build stronger financial futures for themselves and their families.
In a world where genuine connection is more important than ever, we’re creating a safe, supportive, and inspiring space where every day Australians can connect, share, and learn about all thing’s money.
As a Founding Member, you’ll forever be recognised and celebrated for being part of the group that helped shape this movement from the very beginning.
Your name, your story, your journey will always hold a special place as the first Graduates and members of the Money Boss Community. 💛
what is the investment?
Option A: Stay Weekly – $25/week
Ongoing access to everything
Weekly coaching and support
Cancel anytime
Option B: Go Annual – $750/year (Save $550!)
12 months of full access
BONUS 1-on-1 call with Phil to create your
Best value for building long-term momentum
You can avail also our other programs an training:
How To Eliminate Debt Faster Than You Thought Possible
Learn the EXACT 5 Step Process My Clients Have Used to Pay Off Over $18 Million in Debt Over the past 7 Years.
In just a few minutes you can learn:
The 3 BIG mistakes most people make when trying to pay off debt, mistakes that keep them trapped in frustrating cycles of the yo-yoing debt…
How to avoid or break free of these mistakes…
The Simple 5 Step Process that my clients have used to get DEBT FREE FOREVER…
You can GET DEBT FREE, and this is a proven path to a DEBT FREE Life.
Clicking “YES” above will grant you instant access to the DEBT FREE Calculator, Strategy and Training videos.
Join the hundreds of clients who have used these strategies and collectively paid off over $18 Million in credit card and personal debt.
Add this right now to learn a better, faster way to get DEBT FREE!
Just $27 and available only on this page.
Find Out What Other Families Spend On… And Where They Are Finding Savings
Watch Me Help 5 Everyday Australian Families Fix Their Budgets and Find Consistent Savings…
Want to see me review the Expenses of 5 Average (and very real) Australian Families to show them where savings can be made.
As I review each of these clients expenses I will discuss where they are over or under “THE AVERAGE” and what that average is for families at similar ages and stages of life.
Included in is a copy of the exact Budget Worksheets I give to all my clients and will be reviewing in this training.
This will enable you to following along, identify what all YOUR expenses are and review how YOU are tracking relative to other families AND the AVERAGE.
Using this guided case study you will be able find additional ways to beat the cost of living rises and SAVE MORE MONEY every month.
Click ‘YES’ above to add these Step-by-Step Case Studies now for just $17.
Click ‘YES’ above to add these Step-by-Step Case Studies now for just $17.
What's Included...
Grandma’s Jars Budgeting Software and Apps
Gain access to these powerful tools and transform your financial future. Track expenses, set goals, and gain control of your finances effortlessly.
Grandma’s Jars Money Skills Membership Portal
Gain exclusive access to Grandma’s Jars Money Skills Membership Portal. Learn essential financial skills, receive expert advice, and join a community.
Live onboarding workshops
Our experienced coaches will guide you through the entire setup process, ensuring you understand each step and answering all your questions.
Live End of Month Workshops
Our experienced coaches will guide you through the End of Month process, ensuring you stay focused, organized, and up-to-date with your budget.
Grandma’s Jars Money Skills Academy Private Facebook Group
Access the Grandma’s Jars Money Skills Academy Private Facebook Group to ask questions, receive encouragement, and share your financial wins.
Weekly Q&A Training Calls
Work with one of our experienced coaches to answer all your questions and provide accountability, keeping your budget on track and effective.
Creating A Financial Plan For Life
You have big dreams, this workshop will show you how to create a financial plan for your life so you can purposefully make those dreams a reality.
Debt Elimination Workshops
Get help implementing and sticking with the debt elimination strategy that has enabled our members to pay off over $18 million in debt in 7 years.
Investing 101 Workshops
Led by our head coach and former stockbroker Phil, learn simple, time-tested strategies that anyone can set up in 15 minutes to build real, long-term wealth.
Teaching My Kids about Money Workshops
These workshops are designed to empower parents with the knowledge and tools to raise financially independent kids. We currently rotate through 5 different workshops focusing on kids of all ages.
Big Life Event Workshops
These workshops are designed to discuss how to approach the financial aspects of big life events like buying a house, starting a family, changing jobs, educating the kids, dealing with an inheritance or unexpected windfall, preparing for retirement etc.
Marriage and Money Workshops
These workshops are designed to help couples make money and finance a strength in their relationship by providing tools, activities and insights we have developed through 30+ years of financial coaching.
Christian Stewardship Workshops
These workshops are designed to help Christians understand and apply Biblical principles to their lives. This has been at the heart of our financial coaching for over 3 decades and we are excited to finally have a platform to share what God had taught over us that time.
About
Phil McGilvray
A former partner in one of Australia’s leading stock broking and financial planning firms, Phil spent 20 years working as a financial adviser before stepping away from the industry in 2016 to focus on helping families thrive financially through practical financial education and coaching.
Phil has been passionate about entrepreneurship and finances ever since his Grandma taught him how to manage money using physical glass jars and physical money as a teenager.
Over the past 20 years, Phil has had the opportunity to personally coach over 500 couples and individuals from 36 different countries and taught thousands more through his workshops and online courses.
In addition to this, Phil has coached or consulted to over 100 entrepreneurs and small businesses from startups to 8-figure earners to help them build profitable, life-changing businesses.
In 2018, Phil was blessed to be awarded a Winston Churchill Fellowship to research financial literacy and financial well-being programs and initiatives around the world.
The Churchill Fellowship gave Phil the opportunity to meet with government officials, policy makers, charities, educators, podcasters, program developers and researchers. Following his research trip, Phil has had the opportunity to speak to organisations and at conferences all around the world on the topic of financial literacy and financial well-being.
Phil has a passion for making money simple and is on a mission to equip families with the financial road map and money skills they need to thrive financially.
Experience has taught Phil that when he helps people thrive financially, he is also helping their relationships, their health, their productivity at work, their joy for life and their ability to be generous.
Phil and his wife Lianne are committed Christians and are on a mission to give a million dollars over 10 years to provide fresh water, sanitation, and education to third world countries.
Phil is married to the gorgeous Lianne, they have 3 beautiful young adults - Hannah, Holly and Lachlan; a Kelpie called Scarlet and 3 Mini Lop rabbits.
When he is not working, Phil loves long distance running, fishing, holidays by the beach and eating chocolate!
Giving Back - Because Money Has a Purpose
At the heart of the Money Boss Academy is a bigger mission.
Yes, we help people take control of their financial future BUT our ultimate goal is impact.
We believe the greatest joy in having money is in using it to help others.
When you have your finances in order, when you’re thriving instead of just surviving, you’re in a position to live generously, to help others, to fund change, and to make a real difference.
That’s why a portion of every Money Boss Academy membership goes directly toward causes that matter…
One of the projects close to our hearts is Raw Impact an incredible organisation changing lives in Cambodia.
Each year, Lianne and I join their team to build homes, schools, and hope for families living in some of the toughest conditions imaginable. It’s hot, it’s sweaty, it’s humbling… and its life changing.
In 2026, we’re planning to take a group of Money Bosses with us to roll up their sleeves, get their hands dirty, and experience firsthand the joy of giving back.
Because being a Money Boss isn’t about accumulating wealth it’s about using what you have to change lives.
If that resonates with you, you’re in the right place.
Client Success Stories
(Click images below to start video)
David & Lisa Morrison
Debbie Knudsen
Colin & Kathryn
Hannah and Chris
Liz Benny
Tom Lancaster
Isaac Kaufman
Samantha Gooden
Aniya Emtage
Andy McQuiggan
Rachel Danbury
Rhys Parry Badkin
Take the first step towards financial mastery by joining the Money Boss Academy. Gain the knowledge, tools, and support to become a true Money Boss.