You don’t know, what you don’t know!

Financial Planning 101

DATE:  More Sessions Coming Soon. 
DURATION: 1 Hour + Question time
LOCATION: via Webinar 

What they should have taught you about money in school but probably didn’t; this webinar is specifically designed for 25-40 year old’s looking to get a better understanding of the financial world.

After over 12 years of schooling, most of us came out knowing Pythagoras’ theorem – while 75% of Australians say they don’t fully understand the tax system

We were taught how to calculate the circumference of a circle – yet they didn’t teach us what’s involved in buying a home?

Learning ‘long division’ was a must – and yet we weren’t prepared for the world of finance and investing.

If you’d like to start filling in any gaps you might have in your financial knowledge (we promise you’ll learn a few things no matter your level of knowledge!) then sign up for our next FP101 Webinar!


Cashflow, Debt & Savings 101:
Why cashflow is so important | Best Money Apps of 2018 |Save a home deposit quicker

Tax 101:
‘Marginal Tax’ | Tax Entities & Environments | Tax Deductions & the ATO

Investing 101:
Risk vs Return vs Volatility |Asset Classes and their Characteristics

Property 101:
Buying your first home basics | Buying to live vs. buying to invest | Mortgages – P&I | Interest Only | Offset accounts  

Why you should care!? | The age pension conspiracy | Comparing the pair – Are Industry Funds as good as they tell you

Plan B:
What if markets crash? | What if something happens to you and you can’t work

    The Seven Stages of Purchasing a Property

    DATE: More Sessions Coming soon.  
    DURATION: 1 hour (+ question time)
    LOCATION: via Webinar

    Most of us assume buying a property happens in two parts Step 1. ‘Save a deposit’ then Step 2. ‘purchase a property’…

    There’s actually a bit more to it – and we’ve noticed from the questions we’re getting from our clients, you’d like to know more about the other steps– so we’ve put together this webinar “The Seven Stages of Purchasing a Property”

    Understanding the various stages (before you arrive at them!) will have you better prepared and equipped for the journey. Reduce your stress and potential for making a major mistake, while maximising your chances to invest in a profitable premise. 

    The Seven Stages are:

    • Deposit Saving
    • Market Education
    • Getting Finance
    • Choosing the right property
    • Under Contract
    • Post Settlement
    • Building Equity

    Self Managed Super Funds

    DATE: More Sessions Coming Soon.  
    DURATION: 1 hour (+ question time)
    LOCATION: via Webinar

    Looking at purchasing property with your Superannuation? 

    There’s a bit more to it than just “setting up a fund”. 


    • Is an SMSF for me?
    • What are the benefits and pitfalls of having an SMSF?
    • Do I qualify to set one up?
    • What are the most common mistakes people make regarding SMSFs?
    • Is an SMSF cost-effective as compared to retail/industry super fund?
    • What if I don’t want invest in Property?
    • How can I maximise the tax benefit in an SMSF?
    • Can you help me to set up an investment strategy?
    • Is buying direct property in a SMSF a good idea?
    • How to borrow using an SMSF?
    • How do the change of rules on a super fund affect me from 1 July 2017?

    You’ll also have an open opportunity to ask your own questions.