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Requirements
- Pen or pencil
- Internet connection
- Notepad or writing material
- Laptop/Computer or Mobile phone
Curriculum
- 4 Sections
- 13 Lessons
- Lifetime
Expand all sectionsCollapse all sections
- Objective:1
- Focus Areas5
- 2.1Structuring diversified portfolio exposure (ETFs, REITs, and equity positions);
- 2.2Tax and jurisdictional efficiency for Australian and global accounts
- 2.3Integrating property, retirement savings, and cash-flow allocation;
- 2.4Long-term wealth preservation and philanthropy strategies
- 2.5Goal-based modelling (education funds, travel, retirement timeline).
- Deliverables4
- Outcome:3
Instructor
