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Financial Planning 101 Workshop - Melbourne

Wednesday, 6 December 2017 from 6:30 pm to 9:00 pm (AEDT)

Financial Planning 101 Workshop - Melbourne

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Type End Quantity
General Admission 06/12/2017 Free  

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Event Details

Financial Planning 101 Workshop - Wednesday 6th December 2017 

What they should have taught you about money in school but probably didn’t; this workshop is specially designed for the 25-40 year old investor to start their investment journey.

 WHAT WE COVER:

•           Finance Basics

•           Why Cash flow management is so important

•           What marginal tax is

•           What is Super – and how it is invested

•           Characteristics of Industry Super funds

•           General Investment strategy

•           Insurance – what it is, why do I need it and how much should I have?

•           Tips on getting into the property market sooner

•           Buying to live vs. buying to invest

•           What property buyers need to know about:

•           Loan to Value Ratios (LVRs)

•           Lenders Mortgage Insurance (LMI) & Stamp duty

•           Property cash flows

During this session you will also get the chance to fill out your own risk profile and assess what your insurance needs might be thus enabling you to gain a good insight into what your actual needs are.

 

As a valued Investors Direct subscriber we are pleased to offer you 100% OFF the registration fee to attend any upcoming workshop (usually $110).

Have questions about Financial Planning 101 Workshop - Melbourne? Contact the organiser

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When & Where


Level 7/468 St Kilda Road

Melbourne, VIC 3004
Australia

Wednesday, 6 December 2017 from 6:30 pm to 9:00 pm (AEDT)


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Organiser

Investors Direct

Our workshops are designed to help you navigate your financial future. We have helped hundreds of people to successfully get on the ladder to investing for their financial future and into their retirement. The following workshops are designed to cover these main areas of specialisation.

 

THE SELF-MANAGED SUPER FUND WORKSHOP: Covers all aspects of whether this is the right strategy for you and how it can be of most benefit in achieving your financial goals.

 

THE WEALTH ACCELERATION WORKSHOP: We address the current state of the Australian property market. What drives property prices over the short and long term and where and what properties you should put your money into?

 

FINANCIAL PLANNING 101: What they should have taught you in school but probably didn’t; this workshop is specially designed for the 25-40 year old investor to start their investment journey.

 

YOUR WEALTH WORKSHOP: Our new interactive workshop which takes an in depth look at your financial strategy using your own personal information.

 

Our company is headquartered in Melbourne with offices in Sydney and Brisbane

  Contact the Organiser
Financial Planning 101 Workshop - Melbourne
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