Quest Masterclass

What would change in your life if you felt completely in control of your money—no stress, no avoidance, just clarity and confidence in every decision you make? For most people, it’s not a lack of income that holds them back, but a combination of unhelpful money beliefs, unclear financial habits, and not fully understanding their own numbers. Without a solid foundation, it’s easy to feel stuck, overwhelmed, or unsure about what to do next.

This masterclass is designed to change that. You’ll reset the way you think about money, gain a clear understanding of your financial position, and build a practical plan that actually works for your life—covering everything from cash flow and budgeting to debt, investing, and superannuation. By the end, you won’t just have more information—you’ll have a clear, actionable path forward and the confidence to follow it

1

Reset Your Money Mindset

Unpack your current beliefs and emotions around money so you can stop self-sabotaging patterns. You’ll identify where your money habits come from, challenge limiting beliefs, and replace them with a more empowering, grounded perspective. The goal is to build a mindset that supports long-term financial stability rather than short-term reactions.

2

Master Your Numbers

Get clarity on your financial reality by understanding your net worth, tracking your cash flow, and building a realistic budget. Instead of guessing or avoiding the numbers, you’ll learn how to read them in a way that informs better decisions. Get to a point where you have a clear snapshot of where your money is going and how to take control of it.

3

Create Your Financial Plan

Intergrating a practical, personalized strategy. Mapping out a plan to manage debt, start or optimize investing, and make the most of your superannuation. Rather than a one-size-fits-all approach, create a flexible plan that evolves with your life while keeping you on track toward your financial goals.

Meet Jessie Culgan

Jessie is a Brisbane-based financial planner, certified technical analyst, and trader with over eight years of experience across ASX equities, cryptocurrency, US markets, and forex. As the founder of Culgan Wealth Advisory, she combines technical expertise with a practical, real-world approach to help clients navigate their financial decisions with greater clarity and confidence.

Her journey into finance began after coming into a significant amount of money—an experience she describes as both exciting and confronting. As a mother of three, Jessie knew she couldn’t afford to make the wrong decisions, which led her to deeply invest in her own financial education. What started as a personal necessity quickly became a transformative path that reshaped her understanding of money, investing, and long-term financial planning.

That experience sparked a strong passion for financial education and accessibility. Jessie believes that quality financial advice shouldn’t be limited to the wealthy, and she is committed to making financial knowledge more approachable for everyday Australians. Her work focuses on empowering people with the tools, understanding, and confidence to take control of their financial future.

Jessie brings together formal study, entrepreneurial experience, and a commitment to ongoing learning, including a Diploma of Finance and continued Master of Financial Planning studies. As a Certified Financial Technician (CFTe), she translates complex financial concepts into clear, actionable steps. Her approach is grounded in transparency, adaptability, and education-led advice that evolves alongside her clients’ lives.