E-Learning

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We are building E-courses especially for you – because we want to encourage and support you to learn about your finances so you can manage your money yourself.
Then, when you need to, you can consult an adviser with specific questions. You will feel confident and have a good fundamental knowledge of the areas where you require particular assistance.

No longer will you feel powerless or helpless!

The E-courses take you, step by step, through all the processes you need to build a solid financial foundation in your life.

The ‘how’ and the ‘why’ are explained and demonstrated clearly and simply in an easy-to-follow format.

There is no limit on how many times you can repeat the processes and activities. Now that is flexibility!


Your Life - Your Money

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BUILD YOUR FINANCIAL FOUNDATIONS

Establish realistic and motivating life and financial goals
Find out what level of income you need to cover your expenses, save, and invest.
Learn how to prepare and use your cash flow statement,
Identify how to reduce and control spending, consumer debt & those "must haves"
Understand your money habits

This E-course is made up of 4 parts. Each part only takes a maximum of 20 minutes to run through. Some of the activities take longer.  You work at your own pace, in your own time and space.

You have a number of choices:

1. Purchase the whole E-course
A$279 (including GST)

You are guided, step-by-step, through all the processes and activities to create your financial life plan including your unique action list to implement your plan (see below for details).

2. Purchase: Part 1 – Your Money Philosophy
A$97 (including GST)

This covers:

Introduction - to the e-course and the writers. The keys to successful money management and wealth creation; an overview of the course processes,
The Life Plan & Identifying Values – you are encouraged to connect to your passion (motivation)
Setting Goals – identifying your needs, wants and dreams & setting a realistic course to achieve those (direction),
Reality Check – you match your dreams with the realities of your time available and current demands,
Attitudes & Beliefs - expand your awareness of your money beliefs and attitudes and how you harness those in a positive way. An interactive quiz is used. You gain insights into what may be stopping or limiting you and what motivates you,
The Wealth Creation Equation – is explained.


3. Purchase: Part 2 – Your Money Practicality
A$97 (including GST)

This covers:

General Money Management
Checking bank and credit card statements,
Health care insurance cover,
Will, power of attorney – what these are, why they are important, various issues to address with all the above,
Understanding Cash Flow –
The importance of a Cash Flow Statement and how to prepare your own,
How to use that Cash Flow Statement to make a saving or debt repayment plan – how to understand what those figures are saying,
Identify current spending choices, what needs changing and how,
Excel Cash Flow templates can be downloaded for ongoing use.
Debt & You –
Credit Cards, Personal Loans and Mortgages – different debt including what is ‘good’ debt and ‘bad’ debt.
A quick self-assessment quiz.


4. Purchase: Part 3 – Your Money Principles
A$97 (including GST)

This covers:

The Power of Compounding – introducing the concept with example, and why it is so important to understand and use,
Saving & Investing – Gives an overview of each including:
The difference between ‘saving’ and ‘investing’,
The broad types of investments available and how they grow,
The investment cycle, including a general graph to give a broader perspective,
Questions to ask an Adviser – some questions you can ask when it comes time for you to invest and choose your financial advisers,
A quick self-assessment quiz.

5. Purchase: Part 4 – Your Abundant Living Plan
A$97 (including GST)

This covers:

This is perhaps the most important module as it pulls the other modules together into a meaningful, total life plan, summarising:
i. Your individual values, vision and dreams; needs and wants.
ii. your financial plan to secure your solid financial foundation both for yourself and your family.
iii. your action plan - the next steps, having been identified and prioritised, are listed, with completion dates, and targets. Achievement levels are listed for both assets purchased and quality of life. (“I will know I have achieved my goals when I own …… and when I feel ……)

So, start today, START RIGHT NOW
– and build that solid foundation for Your Life – Your Money!