Financial Planning 101 Workshop

What they should have taught you about money in school but probably didn’t; this workshop is specially designed for the 25-40 year old investor to start their investment journey.

WHAT WE COVER:

  • Finance Basics
  • Why Cash flow management is so important
  • What marginal tax is
  • What is Super – and how it is invested
  • Characteristics of Industry Super funds
  • General Investment strategy
  • Insurance – what it is, why do I need it and how much should I have?
  • Tips on getting into the property market sooner
  • Buying to live vs. buying to invest
  • What property buyers need to know about:
  • Loan to Value Ratios (LVRs)
  • Lenders Mortgage Insurance (LMI) & Stamp duty
  • Property cash flows

During this session you will also get the chance to fill out your own risk profile and assess what your insurance needs might be thus enabling you to gain a good insight into what your actual needs are.

Successful investing, starts with you

Your investing success is a reflection of how good an investor you are. So to improve your investment performance, first you need to improve yourself.

Our Investor Education Services are designed to help you become a better investor in two ways:

Outward focus: First we help you increase your financial knowledge, understand the market better and gain more investment experience;

Inward focus: Secondly, we also help improve your understanding and control of yourself, so you can make more rational and sustainable investment decisions, and survive better financially.

Join thousands of better educated investors

Investors Direct have been running educational events and providing education content to investment magazines since 2002.

Over 100,000 Australian investors have directly benefited from our educational programs.

Our Investor Education division offers services designed to assist investors to move through the 3 phases of Property Investing – from introductory services for new investors, to more advanced education and dedicated mentoring programs for the seasoned investor.

Our workshops are strictly limited to people who are seeking solid education principles to give them the knowledge and confidence to take control of their financial future

The event is an educational workshop, designed to inform you, not a sales event.

There are no property sales on the night and no high-pressure sales techniques employed.

Food and light refreshments will be served at the event

DON'T MISS OUR NEXT SELF MANAGED SUPERFUND WORKSHOP

CALL US TODAY
1300 663 836

Can a SMSF help you achieve your goals?

Go to our Events to book your place in a SMSF Workshop near you

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

Members of the IDFG Group include:
  • Nanmon Financial Services Pty Ltd, trading as Investors Direct Financial Group (ABN: 52 097 697 820 ; ACL: 402950)
  • ID Property Advisory Pty Ltd (ABN: 69 141 716 412 ; Real Estate Licence: 071792L)
  • Investors Direct Financial Planning Pty Ltd(ABN: 50 141 139 228 ; AFSL: 385827)
  • Investors Direct Property Management Pty Ltd (ABN: 59 153 184 859 ; Real Estate Licence:073458L)
  • 8 Star Homes Pty Ltd (ABN: 83 135 066 876)
  • Investors Direct Financial Services Pty Ltd ACN 608 410 591
ID Super – Super & PensionID Super Investment & SMSFIDFS Brochure