Wealth Creation Gen X & Y
$33
Wealth Creation Gen X & Y

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Wealth Creation Gen X & Y

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Successful Ways

Level 10, 50 Margaret Street

Sydney, NSW 2000

Australia

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Description

Working out your personal finances can be difficult for anyone, particularly for those without experience with investing or a background in finance. This course has been designed to give you the necessary tools to plan long-term wealth strategies.

During this fun and relaxed course, you’ll learn about investment strategies, how to choose the right type of super fund for your situation, Self-Managed Superannuation Funds (SMSF), tax planning and wealth protection.

Course Outline

Understanding investments

  • Investment basics and what type of investments are right for your situation
  • Personal investment strategies and how to make your money work harder for you
  • Choosing the right investments to achieve your financial goals
  • What are managed funds and what is the best way to invest into this asset class

Gearing

  • What is gearing and how to use it to your advantage
  • ‘Good’ vs ‘Bad’ debt and how to use each to your advantage
  • Using gearing strategies to cut your tax bill and maximise your wealth creation
  • Debt recycling – How can this strategy help pay down my home loan debt faster

Real Estate & Finance

  • Purchasing your first property or using the equity in your home to invest for your future
  • Understand the power of leverage and how to create “passive income” for life
  • Different types of packages for investment loans and how to identify the best loan for you
  • The role of a mortgage broker and how they can help you grow your wealth
  • Professional negotiation techniques to help you secure the deal in your favour
  • How to create a real estate portfolio to set you up for retirement

Superannuation

  • Understanding the options available for your super and how to make your super work best for you
  • Pro’s & Cons of choosing the right super fund for your situation – Industry funds v Retail funds
  • Understanding investment options inside your super fund and how to set up a true “diversified portfolio”
  • Superannuation contribution strategies to grow your wealth faster
  • What is an SMSF and what are the benefits of setting this up

Wealth Protection

  • Personal protection strategies and how to beat the insurers at their own game
  • Different types of cover – Group v medically underwritten
  • Trusts & asset protection strategies

Successful Ways Financial Services Pty Ltd (ABN 40 133 075 644) are authorised representatives of Synchron, AFS Licence No. 243313.

More: https://successfulways.com.au/courses/wealth-creation-for-gen-x-and-y/

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Location

Successful Ways

Level 10, 50 Margaret Street

Sydney, NSW 2000

Australia

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