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Try the First Module Free: Choose with Confidence
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Module 1 gets you rolling on investment strategy:
- Purpose of an investment strategy
- Asset classes and asset allocation
- Structuring and tax planning
- Understanding risk and returns on investments
- Superannuation fundamentals
- Which is the best super fund for you?
- Meet your case studies: Ravi & Jess, Brooke, Bec & David.
Step 1: Your investment goals. The first of your 10 steps.
What we’ll cover
Structuring & Tax
Get to grips with the different structuring alternatives available to personal investors to grow their assets, and start examining whether your current ones are tax efficient.
Asset Allocation
Understand the different asset classes available to personal investors and start to analyse whether your assets are allocated efficiently, including whether you are diversified enough.
10-Step Wealth Path
Begin Step 1: Setting Your Goals, as part of the 10 steps you use to analyse what’s good and what’s bad about your current investing, and develop an investment strategy that optimises your wealth.