FINANCE EDUCATION FOR INVESTORS
Module 9: Getting the Most from Financial Adviser(s)
2 hrs
2 videos
Step 9 : Getting financial advice
6 of 10 steps
Overview
Our last asset class, Alternative Assets, is discussed. We turn from strategy to discuss whether you need financial advice.
- Which investors need a financial advisor?
- What does good financial advice at the right price look like?
- How to control conflicts of interest and get what you want from advisors, brokers and accountants.
- Investing in infrastructure.
- Private equity and venture capital pros and cons.
- Different types of private credit.
- Structuring & tax: Leaving PAYG to become self-employed.
Step 9 : Do you need a financial advisor?
More modules
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
Module 2
Stock Market Fundamentals
Historical returns / balance sheets & cash flows / value vs growth / dividend imputation
Step 2: Where SHOULD you be on the risk spectrum?
Module Length: 2 hours
Videos: 6