About this course
Get a better handle on your financial life with this four week course designed for people of all ages and knowledge levels. Demystify the language of money including: PAYG, super, defined benefits, debt, equity, trusts, shares, SMSF, property, gearing and estate planning.Learn the key elements of putting together your financial life plan, how your habits and attitudes around money can support or sabotage you. Bring your calculator to this interactive course that will teach you about different financial strategies and products to get you on the path to a better understanding of money.
Materials Required: Due to COVID -19 restriction, the kitchen is unavailable. Please bring your own refreshments for the sessions.
Additional Information: Outline (subject to change to suit the group)
Week 1 – Understanding our money past and habits and attitudes towards money
Week 2 – Understanding Markets and investments
Week 3 – Superannuation 101 and how to maximise your retirement
Week 4 – Back Up Planning
Scott Malcolm (B.COMM, RLP, SSA, Adv DIP FS (FP) is a Certified Financial Planner, Registered Tax Practitioner and Life Planner and has worked in the financial services industry since 2000. Now running his own firm, Money Mechanics, Scott is passionate about financial literacy and education. He has been running courses at CIT Solutions on Financial Planning and Money topics since 2007.