Wealth Education Workshops

The road to financial independence - a guide for millennials

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 gen xy

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 over 55s

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.

Your Money Maven Weekly Workshops

Understand your relationship with money abd 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

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

  • 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 

Contact

Your Money Maven

Email ymm@yourmoneymaven.com.au

11 + 3 =