Module 1: Introduction Risk and Returns

10 Step WealthPath

Next Module

Module 1

Introduction; Risk & Returns; Choosing Super

Module length: 2 hrs

Videos: 8

Step 1: Set your goals

Class 1 explores the importance of having a coherent investment process and strategy to build wealth over time. A key investment foundation – understanding risk and returns – is introduced as the basis for assessing sources of value in investment opportunities.

We deep dive into the different kinds of super funds in Australia, their performance data, and key considerations when moving between the accumulation and pension phase of super.

Finally, Step 1 in your self-review process: Setting Your Goals, begins with a review of your 10-Step Workbook.

More Modules

Module 1

Introduction; Risk & Returns

Why you need an effective wealth strategy & process / understanding risk & return / choosing your super fund

Step 1: Set your goals

Module Length: 2 hours

Videos: 8

Module 2

Stock Market Fundamentals

Historical returns / balance sheets & cash flows / value vs growth / dividend imputation

Step 2: Where SHOULD you be on the risk spectrum?

Module Length: 2 hours

Videos: 6

Module 3

Family Trusts for Share Investing

Your asset allocation/ using family trusts to invest in shares/ deep value Vs deep growth / active Vs passive

Step 3: Where ARE you on the risk spectrum?

Module Length: 2 hours

Videos: 5

Module 4

Implementing Stock Market Investment

Implementing investments/ assessing financial advice/ managed funds Vs ETFs/ savings Vs goals calculator

Step 4: Are you saving enough to reach your goals?

Module Length: 2 hours

Videos: 5

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

Module 7

Commercial Real Estate Investing

Historical returns / how to use CREs, REITs, unlisted property trusts, super, syndicates & direct ownership

Step 7: What will you invest in?

Module Length: 2 hours

Videos: 4

Module 8

Managing Risk & Alternative Assets

Life, TPD & income insurance/ distribution networks/ protecting your minimum/ alternative assets

Step 8: Your risk managment

Module Length: 2 hours

Videos: 6

Module 9

Getting the Right Financial Advice

When do you need an adviser/ how much should you pay & for what?/ is your structuring right?

Step 9: Do you have the right financial advice?

Module Length: 2 hours

Videos: 2

Module 10

Implementing Your Strategy & Next Steps

Structuring & tax planning Q&A/ private assets / implementing your strategy, next steps & coure wrap up

Step10: Implementing your strategy

Module Length: 2 hours

Videos: 6