Wondering how to become financially literate? Your Money Maven offers practical, easy to understand financial literacy courses in Australia to educate and empower you to take control of your personal finances.
The Road to Financial Independence: A Guide for Millennials & School Leavers
This course is for young people (under 30) who want to build, protect and manage their wealth so it can be used to live a life they love.
The Road to Financial Freedom: A Guide for Generation XY
This course is for people who want to build, protect and manage their wealth so it can be used to live a life they love.
The Road to Retirement: A Guide for the Over 55’s
Retirement means many things and this course is for people who are focussed on building, protecting and managing their wealth and making the most of their last decade of work.
Discover Our Foundation Course
Our Foundation Course is the essential starting point for your financial journey.
After essential completion of the foundation course, you will be advised of the best next steps for you to take.
Our financial literacy courses are conducted in a small group of people in a similar stage of life who want the same things as you. They take the form of bespoke workshops with a sharing of knowledge between your financial planner and you, the participants.
Become part of the Money Maven tribe, and receive ongoing support throughout your journey.
As well as financial planning and advice, Your Money Maven offers courses and workshops that are practical and easy to follow. Designed to educate you on taking control of your financial future — whether you are new to understanding how your personal finances work or already have some experience, there are courses to suit your needs.
Your Money Maven Weekly Workshops
Understand your relationship with money and secure your financial future.
Foundation Course
For Individuals, Entrepreneurs & Business Owners
The Road to Financial Independence
A Guide for Millennials & School Leavers
The Road to Financial Freedom
A Guide for Generation XY
The Road to Retirement
A Guide for the Over 55’s
The Road to Financial Independence: A Guide for Millennials & School Leavers
Each week as you will work on creating your own Financial Plan with our Independent Financial Adviser.
This is a fun and relaxed course with real-life examples of wealth creation strategies that work.
You will be working on your own financial plan throughout this course so if you are looking to build wealth for the future and want to achieve financial freedom sooner, this course is for you.
Your Money Maven – Program Summary
Course Content
and parts of the curriculum may be adapted to suit the needs of the class.
Outcomes
By the end of this course you will have learned how:
- Your relationship to money can work for and against you in wealth creation,
- To manage your cash flow so meet the needs of now and the future,
- To identify the options available for personal wealth protection,
- To choose investment structures most suitable to achieve financial goals,
- To choose which type of super fund is best to meet their objectives,
- To choose the right types of investment to grow wealth and
You will have a personal financial plan ready to implement.
Getting Started
- Living a life
- Understanding your relationship to Money and Wealth
- Pricing your Dreams and Goals
Managing your Money
- ‘Good’ vs ‘Bad’ debt, and how to use each to your advantage
- Cashflow strategies and bank account structuring to help you achieve savings & investment targets
- How to choose the right super fund for you
Protecting Your Money
- Key Money Distinctions (concepts/jargon)
- Your Money Story is written and you have power over the past
- Your habitudes are identified and you know what’s required to move you forward
- You can get education about money from a fresh perspective
- You can set goals for life and money from a fresh perspective
Investing your Money
- Personal investment strategies and how to make your money work harder for you
- Choosing the right investments to achieve your financial goals
- Gearing strategies to maximize your wealth creation
- Beginners guide to all things Superannuation
Side-Hustling and Start-Ups
- Taking your passion and turning it into a side-hustle
- Understanding what it takes to start and run a business
- Business planning basics and getting the support, you need
Course Duration and Inclusions
- Delivered as a 3hr 8 Week Program or 4 x 6hr days over a weekend (10am to 5pm)
- Workbook included for each participant
- Couples Discount can be offered to encourage both decision makers in a family to be in the course
- Presenter and participants will need access to Wi-Fi or internet, Projector and Screen
- Presenter can provide catering or course will need to be in close proximity to food outlets
The Road to Financial Independence: A Guide for Generation XY
Each week you will work on creating your own Financial Plan with our Independent Financial Advisor. This is a fun and relaxed course with real-life examples of wealth creation strategies that work.
You will be working on your own financial plan throughout the duration of the course, so if you are looking to build wealth for the future and want to achieve financial freedom sooner, this course is for you.
Your Money Maven – Program Summary
Course Content
The intention is that the following topics will be covered and parts of the curriculum may be adapted to suit the needs of the class.
Outcomes
By the end of this course you will have learned how:
- Your relationship to money can work for and against you in wealth creation,
- To manage your cash flow so meet the needs of now and the future,
- To identify the options available for personal wealth protection,
- To choose investment structures most suitable to achieve financial goals,
- To choose which type of super fund is best to meet their objectives,
- To choose the right types of investment to grow wealth and you will have a personal financial plan ready to implement.
Getting Started
- Understanding your relationship to Money and Wealth
- Pricing your Dreams and Goals
Managing your Wealth
- ‘Good’ vs ‘Bad’ debt, and how to use each to your advantage
- Cashflow strategies and bank account structuring to help you achieve savings & investment targets
- How to choose the right super fund for you
Protecting Your Wealth
- Personal protection strategies and how to beat the insurers at their own game
- Asset protection strategies and looking after your family when you can’t
Investing your Wealth
- Personal investment strategies and how to make your money work harder for you
- Choosing the right investments to achieve your financial goals
- Gearing strategies to maximize your wealth creation
- 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
Course Duration and Inclusions
- Delivered as a 3hr 8 Week Program or 4 x 6hr days over a weekend (10am to 5pm)
- Workbook included for each participant
- Couples Discount can be offered to encourage both decision makers in a family to be involved in the course
- Presenter and participants will need access to Wi-Fi or internet, Projector and Screen
- Presenter can provide catering or course will need to be in close proximity to food outlets
The Road to Retirement: A Guide for the Over 55’s
Each week as you will work on creating your own Financial Plan with our Independent Financial Adviser.
This is a fun and relaxed course with real-life examples of wealth creation strategies that work.
You will be working on your own financial plan throughout this course so if you are looking to build wealth for the future and want to achieve financial freedom and retirement on your terms, this course is for you
Your Money Maven – Program Summary
Course Content
The intention is that the following topics will be covered and parts of the curriculum may be adapted to suit the needs of the class.
Outcomes
By the end of this course you will have learned how:
- Your relationship to money can work for and against you in wealth creation and retirement,
- To manage your cash flow so meet the needs of now and the future,
- To identify the options available for personal wealth protection,
- To choose investment structures most suitable to achieve financial goals,
- To choose which type of super fund is best to meet their objectives,
- To choose the right types of investment to grow wealth and
- You will have a personal financial plan ready to implement
Getting Started
- Understanding your relationship to Money and Wealth
- Pricing your Dreams and Goals
- Answering the Question: What Does Retirement Look Like for You?
Managing your Wealth
- ‘Good’ vs ‘Bad’ debt, and how to use each to your advantage
- Cashflow strategies and bank account structuring to help you achieve savings & investment targets
- How to choose the right super fund for your retirement
- Consolidating and finding your lost super
Protecting Your Wealth
- Personal protection strategies and how to beat the insurers at their own game
- Asset protection strategies and Estate Planning
- What about the kids? Setting up the Bank of Mum and Dad
Investing your Wealth
- Personal investment strategies and how to make your money work harder for you
- Choosing the right investments to achieve your financial goals
- Gearing strategies to maximize your wealth creation
- 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
- Understanding Retirement Income Streams
- How the Age Pension works
- Investing with the Estate in Mind
Course Duration and Inclusions
- Delivered as a 3hr 8 Week Program or 4 x 6hr days over a weekend (10am to 5pm)
- Workbook included for each participant
- Couples Discount can be offered to encourage both decision makers in a family to be in the course
- Presenter and participants will need access to Wi-Fi or internet, Projector and Screen
- Presenter can provide catering or course will need to be in close proximity to food outlets
All Our Financial Literacy Courses Are Easily Accessible
Learn more about:
- Small businesses.
- Managing debt.
- SMSFs.
- How to survive a job loss.
- Rebuilding after divorce.
- Investment choices.
- Paying your house off faster.
- Getting out of debt.
- … and more.
Our courses include topics such as:
- Personal Foundation Course — build your own financial plan for individuals.
- Business Foundation Course — create your own financial plan and business plan for entrepreneurs and business owners.
- The Road to Financial Independence — a guide for millennials and school leavers.
- The Road to Financial Freedom — a guide for generation X and Y.
- The Road to Retirement — a guide for baby boomers.
Understand your relationship with money
and secure your financial future
Our Australian financial literacy courses are designed for every phase of life in mind.
Foundation Course
For Individuals, Entrepreneurs & Business Owners
The Road to Financial Independence
A Guide for Millennials & School Leavers
The Road to Financial Freedom
A Guide for Generation XY
The Road to Retirement
A Guide for the Over 55’s
Contact
Your Money Maven
Email ymm@yourmoneymaven.com.au