Financial Success for Millennials

Financial Success for Millennials

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Financial Success for Millennials – Sydney Course

Master the basics of tax, superannuation, investments, insurance and borrowing arrangements to shape your balance sheet and profit and loss account to achieve your personal and business goals. Due to the complex interactions of these topics, you are either too confused to take actions or making unconscious mistakes which you may regret in future. This introductory course provides a comprehensive tool set in setting you up to manage your personal and business finances successfully.

Course Outline

  • Efficient management of your cash flows, profit & loss and balance sheet items
  • The tax and asset protection implications of using a sole trader, partnership, company, and trust structure to run your business
  • Overview of the superannuation and personal insurance system
  • Introduction of fundamental and technical analysis of share investments

Course Outcome

  • Increase your financial literacy
  • Acquire a tool set to tailor-made your own personal and business plans
  • Minimise the chance of making financial mistakes

What to Bring

  • Pen and note pad
  • No textbook required
  • Lunch, refreshments, drink
  • A passion to learn

Prerequisite: Desirable

  • This is an introductory course, with no assumed knowledge. However, it would be helpful if you have some business and investment experience.

Delivery Mode

  • Discussion group with white board and internet projections format.

Testimonial (Optional)

  • "Lawrence was a very good teacher, added with a bit of humour to keep attention going. Got the participants involved so it was more practical than a boring lecture with facts."
  • "Really informative & knowledgeable presenter who was able to simplify challenging topics to be easily understood."
  • "The best value course I have ever participated in. Amazing teacher."
  • "Lawrence was the most fantastic teacher who could not be faulted. He is so knowledgeable and enthusiastic! He remembered everyone’s name and details and made the whole course so enjoyable and beneficial."