101 Investment Basics
Come and confidentially learn to plan your financial future by understanding how to get the most out of financial advisers or how to do it yourself. You will learn about shares, property, insurance, safe assets and socially responsible investment plus a lot more! Register yourself and partner together and pay only one course fee.
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Wed 27 Aug
- SPECIAL OFFER: Register two learners on one order and you'll be charged only one course fee, saving each: $20.00 incl. GST
- $40.00 incl. GST
Sessions
Session 1
Wed 27 Aug 19:00 - Wed 27 Aug 21:00At Selwyn College, Auckland.Session 2
Wed 03 Sep 19:00 - Wed 03 Sep 21:00At Selwyn College, Auckland.Session 3
Wed 10 Sep 19:00 - Wed 10 Sep 21:00At Selwyn College, Auckland.Session 4
Wed 17 Sep 19:00 - Wed 17 Sep 21:00At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here. -
Sat 06 Sep
- SPECIAL OFFER: Register two learners on one order and you'll be charged only one course fee, saving each: $20.00 incl. GST
- $40.00 incl. GST
Sessions
Session 1
Sat 06 Sep 10:00 - Sat 06 Sep 14:00At Selwyn College, Auckland.Session 2
Sun 07 Sep 10:00 - Sun 07 Sep 14:00At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here.
Description
This group course covers the simple issues and processes that should be followed when creating a personal financial plan, goal setting tips, investment basics, tax, risk, and estate planning. Topics covered includes shares, property, insurance, safe assets, borrowing / gearing, diversification, setting the right risk profile and investment horizons, ethics and socially responsible investment, direct investment and market trends.
The goal of this course is to better protect you and build your financial confidence through easy-to-understand important financial education and share with you how other kiwis achieve their own financial independence quickly and safely.
We invite you to register your partner to attend at no additional charge.
Course outline
Session 1
- 101 Basic New Zealand Wealth Rules.
- New government regulations - ‘smart hot tips’.
- How and when to use a financial advisory service.
- National planning process template tools.
- Help determining your ‘Pre-Course Risk Profile’.
- 101 Basic Investment Sectors / Asset types.
- 101 Tax saving strategy tips & basic needed knowledge.
- Kiwi Case studies to learn from & Ask me anything Q&A Session.
Session 2
- 2024 Independent Product Research – ‘How to compare investment products’.
- Simple KiwiSaver strategies to get better outcomes + tricks to auto-increase and protect wealth.
- Smart risk planning strategy – ‘How to protect yourself and your family, low-cost risk plans.
- Intergenerational wealth planning issues.
- Family Trusts when, why, who and how to use them.
- Kiwi Case studies to learn from & Ask me anything Q&A Session.
Session 3
- Estate Planning basics to consider, who, what, when to need to do and some easy ways to protect yourself and your next generation.
- 2024 Independent Product Research – ‘Compare Private Wealth products’.
- Borrowing to buy different investment assets ‘how to do it, who should do it, why you do it’.
- Adding Retirement planning to your plan so you can stop working in style NOT a limited budget with no other options.
- How to create a comfortable pool of passive cashflow in the background.
- Timing the best way to transfer assets to the next generation and obtain maximum government incentives and benefits.
- Kiwi Case studies to learn from & Ask me anything Q&A Session.
Session 4
- Putting it all together – Next Steps.
- How to get economic research and how financial advisers use it.
- Re-determining your ‘Post-course Risk Profile’.
- Selecting from the different professional financial strategies suited to your stage in life.
- Kiwi Case studies to learn from & Ask me anything Q&A Session.
What to bring
Phone on silent, water bottle, lunch for weekend option, pen and paper.
About your tutor, Dylan
Dylan started his own financial banking license and employed over 225 financial advisers around Australia, to work under his brand iPRAXIS Pty Ltd. As CEO, Dylan was essentially responsible for the professional conduct, training and ongoing support of all his financial advisers, positioned throughout Australia & Philippines now in New Zealand with The Advice Hub Ltd.
Dylan has been teaching adult education at community colleges in Australia and since 2001 and in New Zealand from 2016, covering all financial advisory topics. Community education has remained close to his heart, as he is committed to sharing financial knowledge with his community.
- Self Employed Adviser with AMP (AUS) 1999-2026
- Diploma Financial Services 2002,
- Real Estate Licensee NSW Australia 2006
- Founder of iPraxis Financial Services Australia & Philippines 2006 - 2014
- Advanced Diploma of Financial Services Australia 2011
- AFA Financial Adviser Auckland New Zealand 2016
- Currently Head of Investments at The Advice Hub starting in 2017
