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10 Step WealthPath

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Module 4

Implementing Stock Market Investment

Module length: 2 hrs

Videos: 5

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

In Module 4 we delve deeper into ways to implement stock market investment, examining:

. Managed Funds (MFs) and Unit Trusts: The pros and cons of pooling your resources with other investors to invest in particular asset classes; sources of information, and how they work.

. Exchange Traded Funds (ETFs): The ways in which ETFs combine characteristics of MFs and LICs. How they are organised. We review the data on ETFs.

. Listed Investment Companies (LICs): Similarities and differences of LICs to MFs (eg investors can own shares in LIC’s which own shares in different companies). How LIC shares are traded on the stock market.

Step 4: Are you saving enough?  Case studies examine different investment scenarios and resulting wealth levels.  The course savings Vs goals calculator helps you look at whether you are saving enough to reach your goals, and explore different wealth generation scenarios.

More Modules

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 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

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 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