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Module 8

Module length: 2 hrs

Videos: 8

Step 8: How will you manage risk?

We turn from property to defensive assets of cash and bonds.  Continuing with building your strategy we discuss how to take risk out with insurance and hedging.

  • Life, TPD, income protection and trauma insurance.
  • Insurance through super v insurance brokers.
  • How much and what type of insurance?
  • Term deposits v Offset accounts v Cash management.
  • Low risk bonds:  Government bonds, senior bank bonds, sub bonds and hybrid notes.
  • Gold and gold shares as defensive assets. 
  • Structuring & tax:  Borrowing to invest in family trusts and SMSFs

Step 8:  Do you have enough and the right type of insurance?

More modules

Module 9

Getting the Right Financial Advice

When do you need an adviser/ how much should you pay & for what?/ is your structuring right?

Step 9:  Do you have the right financial advice?

Module Length: 2 hours
Videos: 2

Module 10

Implementing Your Strategy & Next Steps

Structuring & tax planning Q&A/  private assets / implementing your strategy, next steps & coure wrap up

Step10:  Implementing your strategy

Module Length: 2 hours
Videos: 6

Module 1

Introduction; Risk & Returns

Why you need an effective wealth strategy & process / understanding risk & return / choosing your super fund

Step 1:  Set your goals

Module Length: 2 hours
Videos: 8