Wealth Creation for Gen X & Y


This course is designed to give you the tools necessary to plan your wealth creation strategies. Learn about strategies that can help you grow your wealth faster without taking unnecessary risks, from an independent advisor with many years of experience helping people. This course is open to all, but it the information is designed for those in their 40’s or younger.

Learn about personal investment strategies, how to choose the right type of super fund for your situation, Self-Managed Superannuation Funds (SMSF) and related strategies, tax planning and minimisation strategies, and wealth and asset protection.

This is a fun and relaxed course with many real life examples of effective wealth creation strategies in action. If you are looking to build wealth for the future and want to achieve financial freedom sooner, this course is for you.

Topics covered
Personal investment strategies and how to make your money work harder for you
Choosing the right investments to achieve your financial goals
“Good” v “Bad” debt, and how to use each to your advantage
Gearing strategies to maximise your wealth creation
How to choose the right super fund for you
Self Managed Superannuation Funds (SMSF)
Investing in property through superannuation, including the process and benefits and potential risks
Superannuation contribution strategies and how this can fit within your wealth creation strategy
Personal protection strategies and how to beat the insurers at their own game
Asset protection strategies
Cashflow strategies and bank account structuring to help you achieve savings/investment targets
Objectives

Please note:
All courses need a minimum number of students to run. If your course does not have enough students it will be cancelled prior to the commencement and you will be informed. For your convenience information about class cancellations or changes are made initially via email and SMS, please ensure these details are correct.

This course has no current classes. Please join the waiting list.