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Personal Finance


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Survival Kit for Investors

Assuming you have basic tax, super and share investment knowledge, this course explores, objectively, many difficult issues faced by modern-day investors. Note: There will be short breaks for morning and afternoon tea and a break for lunch – lunch is NOT included. COURSE OUTLINE What are the pros and cons in investing in direct shares Vs managed funds Vs index funds Vs separately managed funds? How do we manage our loans comprehensively and effectively? When should I adopt negative... [More]
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How To Retire In Style Successfully

Learn from an experienced financial planner proven ways to accumulate wealth for retirement, and the legislative opportunities available for people prior to transitioning into retirement. Cover strategies on how to build a tax free income stream in retirement, explore your options and, if applicable, improve your eligibility for Age Pension benefits. Note: There will be short breaks for morning and afternoon tea and a break for lunch – lunch is NOT included. COURSE OUTLINE Goals... [More]
How To Retire In Style Successfully
$104 GST free / $94
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Property Styling for Living & Selling

If you are feeling overwhelmed by your house and its contents and just don’t know where to start or simply looking to update, replan and add value to your property, then this workshop is for you. Styling your property is not about a full interior design project, but about making a difference to your home on a reasonable budget. Don’t become paralysed by the number of choices available in colour, furnishings or accessories – whether you are working with your existing home contents... [More]
Property Styling for Living & Selling
$104 inc GST / $94
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There are 2 places available

Introduction To Financial Planning

Learn from an experienced financial planner how to build and structure your own financial plan. Cover goal setting, asset allocation and how to utilise it, wealth creation strategies, taxation strategies, how to maximise your superannuation, risk management (how to keep from being vulnerable), estate planning and more. Note: There will be short breaks for morning and afternoon tea and a break for lunch – lunch is NOT included. COURSE OUTLINE Introduction/Objectives of the course.... [More]
Introduction To Financial Planning
$104 GST free / $94
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Managing My Money - Temperament Perspectives

Personality is a consistent pattern of attitudes and actions. An important part of our personality is how we think and feel about money. Money must be used in a way that satisfies not just the senses but the soul. We don’t really want money, what we really want is emotional and psychological satisfaction that comes when we know and satisfy our inner needs. This course focuses on recognising your unique temperament and its needs and how that affects your wants, needs and desires and... [More]
Managing My Money - Temperament Perspectives
$119 GST free / $107
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There are places available