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Introduction to Financial Planning

Learn from an experienced financial planner how to build and structure your own financial plan. Covering 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 Goals and Objectives/Psychology of... [More]
$110 Limited GST free / $99
Introduction to Financial Planning

<p>Learn from an experienced financial planner how to build and structure your own financial plan. Covering goal setting, asset allocation and how to utilise it, wealth creation strategies, taxation

...

If there isn't a class to suit you, please the waiting list.

Fintech: Does Robo-investing work?

Personal investing can be full of pitfalls. There is so much information to sift through and so many options to choose from. Financial Technology, or ‘Fintech’, has sought to disrupt the big financial institutions which have previously had a stronghold on the finance industry. They provide options to make it easier, less complex and cheaper for people to invest smaller amounts of fund. This practical workshop looks into the 8 aspects of Personal Financial Management, the... [More]
$75 Limited GST free / $68
Fintech: Does Robo-investing work?

<p>Personal investing can be full of pitfalls. There is so much information to sift through and so many options to choose from. Financial Technology, or ‘Fintech’, has sought to disrupt the big

...

If there isn't a class to suit you, please the waiting list.

How To Retire In Style Successfully

Learn from an experienced financial planner the principles and strategies 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. Please note the tutor cannot offer individual financial advice within the structure of the course. Note: There will... [More]
$110 Limited GST free / $99
How To Retire In Style Successfully

<p>Learn from an experienced financial planner the principles and strategies to accumulate wealth for retirement, and the legislative opportunities available for people prior to transitioning into

...

If there isn't a class to suit you, please the waiting list.