NDIS Financial Literacy Course for Self and Plan Managed Participants.
Are you a participant, support coordinator, or plan manager looking for a practical financial literacy course that may suit an NDIS plan?
Streetwise Money™ is an online learning program designed to build everyday money skills, including budgeting, cash flow, saving, and making more confident financial decisions. This course is available to self-managed and plan-managed NDIS participants only. We are not a registered NDIS provider, so before requesting an invoice, please confirm that your plan includes the relevant support category and item codes, and that the course aligns with your plan goals.
Why Financial Literacy matters?
Money skills can make a real difference to day-to-day confidence and independence. For many people, understanding budgeting, spending, and everyday money skills can help reduce stress and support better decisions at home and in business life.
Financial literacy can also help participants feel more in control of their choices, especially when they are managing everyday expenses, planning ahead, or working towards personal goals. When money feels clearer and more manageable, it can reduce stress and create more confidence around decisions at home, in the community, and in work or study.
Streetwise Money is designed to make these concepts easier to understand, with practical tools and simple explanations you can use in real life.
Why Work on your Financial Literacy?
How can you feel confident about decisions around education, savings, credit cards, or everyday expenses if you don’t understand the basic money principles? Building financial literacy is about giving yourself the tools to make choices that feel clearer and more manageable, without feeling overwhelmed or confused.
Streetwise Money offers an inclusive, interactive online course that helps you understand budgeting, cash flow, and everyday money skills in a way that fits real life. It’s designed to give you the knowledge and confidence to navigate a money‑driven world with less stress and more control.
What you’ll learn
You’ll learn practical money skills you can start using right away. From saving toward your goals to understanding your spending habits, each module is designed to help you feel more confident, more organised, and more in control of your money.
If you find it hard to keep track of where your money goes, this course gives you simple tools to help you make clearer decisions and build better everyday habits. You’ll also learn how to use a budget, track your cash flow, and stay accountable without feeling overwhelmed.
This course is designed to be easy to follow, interactive, and useful in real life. It’s about helping you build stronger money confidence so you can take the next step with more clarity and less stress.
How to save for your goals
Learn practical money skills to help you save for a house deposit, car, holiday, or other personal goal. You’ll build the confidence to set realistic savings plans, stay organised, and make informed money decisions along the way.
How to improve your spending habits.
If your spending feels hard to track, this module can help you understand cash flow and build better day-to-day money habits. You’ll learn how to keep track of where your money goes and make choices that support your goals.
How to reduce money stress and anxiety.
Managing money can feel overwhelming, especially when you are trying to stay on top of everyday expenses. This section helps you build a simple budget and create practical habits that support more confidence and less stress.
How to stay accountable.
If you want more structure around your spending, this module gives you tools to help you stay on track. You’ll learn how to monitor your habits, make intentional decisions, and use a simple tracker to support your goals.
Quick Facts
Price - $279.00
Presented - Online
Time - The course uses 4 hrs of your capacity building availability. But you can take as long as you want to complete it as well as the ability to go back through it in the future.
Course Level - Entry level. Basic computer and comprehension skills required.
Do you have the right plan/codes?
If you have Core Support or Capacity Building in your plan, you may be able to access our program. An example of appropriate codes are below.
01_134_0117_8_1 Self Management Capacity Building
15_035_0106_1_3 Assistance With Decision Making Daily Planning and Budgeting
15_037_0117_1_3 Individual Skill Development and Training including Public Transport Training
There may be other applicable Capacity Building item codes available, or already in your (your client’s) plan. Please discuss with your Plan or Finance Manager, or get in touch to discuss if needed. If these codes aren’t already in your current plan, please ensure you’ve added them to your plan prior to registering for the course.
Is this the right course for you?
This course is right for you if you plan to take more control of your money position and become more independent.
An example of how this course could work for you –
What the course includes
$169 AUD = 3hrs Capacity Building availability
Streetwise Money™ + Financial FOFU Course
Want to learn more about what’s included? Just click here
Access to 3-4 valuable online video modules
You will get access to our easy to follow online video modules on cash flow, budgeting, gap tracker and tax which you can do in your own time and at your own pace!
10-14 Downloadable activity worksheets to put your learning into practice and to help you develop strategies
Our worksheets are designed to help you understand the content and develop your very own budget and money goals!
8-11 Quizzes and surveys to test your knowledge and reflect on your progress
Put your learning to the test with quiz questions at the end of each module to reinforce what you have learnt!
Access to an exclusive Facebook community for extra support on your financial journey
Connects you with people who are just like you, sharing tips and tricks on how they are taking back control of their finances while keeping each other accountable well after the course is finished!
Lets Get Started!
Step 1
Fill in the relevant form below to receive your individual invoice
Step 2
Pay the invoice– upon receipt of payment you will be given a code and the ability to begin your course
Step 3
Begin your Streetwise Money™ journey
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The Streetwise Money course is an online financial literacy program designed to help individuals learn how to budget, track, and achieve their financial goals. It offers easy-to-follow video modules, downloadable activity worksheets, and quizzes to reinforce learning. The course is self-paced, allowing participants to complete it on their own schedule.
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For NDIS participants aiming to take more control of their financial situation and achieve greater independence, the Streetwise Money course provides valuable skills in cash flow management, budgeting, and financial planning. These competencies align with the NDIS's goals of enhancing participants' capacity to manage their own funds effectively.
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Yes, NDIS participants may be able to use their Capacity Building funding to cover the cost of the course. It's important to consult with your Plan or Finance Manager to ensure that the appropriate item codes are included in your NDIS plan before enrolling.
FAQS
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The course includes modules on:
Cash Flow Management
Budgeting
Managing Financial Gaps
Tax Preparation and Understanding Profit & Loss Statements
These topics are designed to equip participants with practical skills to manage their finances confidently.
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The Streetwise Money course is delivered through online video modules that you can complete at your own pace. Alongside the videos, there are downloadable worksheets and quizzes to help reinforce the material and apply the concepts to your personal financial situation.
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Yes, participants gain access to an exclusive Facebook community where they can connect with others taking the course. This platform allows for sharing tips, asking questions, and receiving support throughout your financial journey.ion text goes here
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To enroll, visit the official course page on Sarah Eifermann's website. Ensure that your NDIS plan includes the necessary Capacity Building item codes before registering. If you're uncertain, discuss this with your Plan or Finance Manager. Fill in the correct form to get the process started.
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No prior financial knowledge is required. The course is designed to start with foundational concepts and progressively build your financial literacy, making it suitable for individuals at all levels.
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Once enrolled, you will have ongoing access to the course materials for 12 months, allowing you to revisit the content and resources as needed to reinforce your learning.
About our course provider
Sarah Eifermann
Bachelor of International Relations, Dip. Fin.Serv.(Mort.Broking), Advanced Leadership Certificate (WLA), Strategic Leadership & Coaching (Harvard Business Extension School), Business Acumen Gauge Practitioner.
Sarah Eifermann is more than an award-winning finance broker, business strategist, and motivational speaker—she’s a transformative guide for business owners and leaders seeking clarity, sustainability, and growth. With over 20 years of experience and a deep understanding of the challenges faced by entrepreneurs and business leaders, Sarah crafts solutions that address not just surface-level problems but the root causes of inefficiency, burnout, and stagnation.
Her rare ability to uncover and solve deeper business challenges creates opportunities for life-changing outcomes. Sarah’s insight allows her to identify core issues that even the business owners or leaders themselves might not recognise. Working with Sarah isn’t just about fixing what’s broken; it’s about building and leading a business that thrives from the inside out, delivering clarity, confidence, and long-term success.
Sarah has been recognized among the top 150 brokers nationally by her aggregator, earning accolades such as the Commercial Rising Star award and the CABFA Women in Finance Scholarship. As a Mentor for the Startup Bootcamp Australia Global Accelerator Program and the President of her local regional Business Chamber, Sarah continues to champion innovation, resilience, and personal growth.
As the founder of Helix Planning, Sarah combines analytical expertise, intuitive understanding, and hands-on experience to empower business owners and leaders, especially technical specialists, to navigate the complexities of leadership and entrepreneurship. She specialises in financial clarity, strategic planning, and building sustainable businesses that support their owners' and key persons health and happiness.
For those ready to overcome overwhelm, rediscover purpose, and create a thriving business, Sarah’s guidance is the key to unlocking transformational results. Let her show you how to break through the chaos and build a business—and life—that truly works for you.
Only Self or Plan Managed Participants can use our services
As we are NOT a Registered NDIS Provider, only those Participants who are Self or Plan Managed can utilise our niche education offering. You must ensure you have the correct NDIA Codes in your Plan BEFORE you request an invoice from us. It is the responsibility of the NDIS participant, their plan nominee, or financial manager, and not Sarah Eifermann or SFE Enterprises Australia Pty Ltd to determine whether the Course is an eligible expense under their NDIS plan and funding category. The Course is not registered with the NDIS, and purchases must be made using self-managed or plan-managed funding. By purchasing the Course using NDIS funds, you confirm that you have assessed its relevance to your plan goals and that the expense complies with NDIS funding guidelines.
