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10 Step WealthPath

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Module 2

Stock Market Fundamentals

Module length: 2 hrs

Videos: 6

Step 2: Where should you be on the risk spectrum

Class 2 is about developing your understanding of stock market fundamentals, including:

. Analysing historical returns to stocks and bonds

. Differences between corporations, individuals & trusts

. Understanding corporate balance sheets

. Assessing the quantity and quality of cash flows

. Why diversification is your friend 

. Value Vs growth investment strategies

. How dividend imputation works for you as an investor

Finally, you begin Step 2 of your self-evaluation process: Working out where you SHOULD be on the risk spectrum taking into account your personal characteristics and situation.

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