Module 4
Module length: 2 hrs
Videos: 5
Step 4: Are you saving enough to reach your goals?
Explains all the options for implementing investments in shares:
- Share brokers: Discount brokerage versus full service brokers.
- ETFs (Exchange Traded Funds), what are they and how to use them.
- Managed funds v EFTs v Self managed portfolio.
- Financial planners and managed funds.
- Wealth managers and private banks.
- Active management v Passive management.
- Releasing home equity in retirement.
- Structuring & tax: Self managed super funds.
Step 4: Are you saving enough to meet your goals? We use a customized calculator to find out.
More modules
Module 5
Residential Property / Negative Gearing
Historical returns / residential price outlook/ pros and cons of borrowing to invest/ negative gearing case study
Step 5: Where does the money go?
Module Length: 2 hours
Videos: 5
Module 6
Residential Real Estate Examples
Negative gearing spreadsheet/ Property case studies x 2/ using family trusts to invest in property
Step 6: Where will you hold your investments?
Module Length: 2 hours
Videos: 4