Get Started Series 1: Onboarding
Set up your profile, family, goals, cash flow, and financial inventory in Canwi.
On demand
Get Started series
Five short tutorials to take you from onboarding through to retirement planning. Work through them in order, or jump to whatever you need right now.
Get Started Series 2: Orientation
A quick tour of the layout so you know where everything lives.
Get Started Series 3: How it all fits together
How Canwi builds your financial picture - income, expenses, property, debt, and how events cascade through the model.
Get Started Series 4: Events
The building blocks of your financial plan - and how to add and adjust them.
Get Started Series 5: Retirement Planning
Super, the Age Pension, drawdown - how to model the full retirement picture.
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NewDo it yourself.
Do it yourself.
Not by yourself.
Canwi is built for DIY - but that doesn't mean figuring it out alone. Whether you're just getting started, building out a plan, or not quite sure your numbers are right, sometimes you need to talk it through.
Live Q&A sessions
Drop in every two weeks and ask anything - about your plan, a feature, or a decision you're trying to make. A good place to discover things you didn't know to look for.
Group coaching
Small group sessions with Cam and Sam, working through the planning process step by step. For people who want structure, guidance, and a bit of accountability along the way.
Both are free. See what's coming up and grab a spot - or book a time with Cam if you want to talk through what you're working on first.
People behind the sessions
Your support team
Cam and Sam run our live sessions together - classroom workshops, group coaching, and open Q&A - so you get help from people who know both the product and the planning process.
Cam
CEO & Co-Founder
Built Canwi after years of building financial models as a management consultant. You'll find Cam across classroom sessions, group coaching, and one-on-one calls - helping you get set up, stress-test your assumptions, and work out whether your plan is on track.
Sam
Financial Literacy Lead
Holds a financial advice degree and has spent years helping tens of thousands of Australians navigate money decisions. Sam co-hosts classroom sessions, group coaching, and Q&A with Cam - focused on helping you understand your numbers and use Canwi with confidence. These sessions don't include personal financial advice - only guidance on how to use the tool.
Discover and Get Started
Your First 4 Classes
Everything you need to understand Canwi, get oriented, and build your first plan. Join live sessions below - we rotate through each class weekly, with a recurring General Q&A every week.
Class 1
Getting Started in Canwi
Discover: New to Canwi
A guided introduction to Canwi - what it does, how to read your plan, and where to start building your baseline.
Class 2
Financial Planning in Canwi
Group coaching
Learn how to model income, expenses, assets and debts in Canwi, keep your plan up to date, and read your projections with confidence.
Class 3
Retirement Planning in Canwi
Group coaching
Explore retirement goals, life events, super and drawdown in Canwi - practical help using the tool for retirement planning. No personal financial advice.
Class 4
Scenarios in Canwi
Group coaching
Explore how scenarios work - comparing options, duplicating plans, and understanding what changes between them.
Stay up-to-date
Upcoming Classroom Sessions
All times are in Sydney time (AEST / AEDT). Sessions are held remotely via Google Meet.
Want to know more?
Leave your email and we will share updates, tips, and ways to get the most out of Canwi.
Book a call
Chat with Cam, Co-Founder @ Canwi
Happy to help you get set up, walk through the planner, and work out whether Canwi is the right fit for your goals.
Schedule a time