Your Instructors

Our team of financial planning experts have years of experience helping Australians like you prepare for retirement. They are dedicated to sharing their knowledge and expertise to ensure you have the best guidance on your retirement journey. Get ready to learn from the best and make informed decisions about your financial future.

Expert-Led Guidance

Learn from top financial planning experts with free step-by-step content designed for Australians preparing for retirement.

Comprehensive Curriculum

Get access to a detailed material covering all aspects of financial planning, investment strategies, and retirement preparation.

Interactive Learning

Engage in interactive learning activities and practical exercises to reinforce your knowledge and skills.

Retire With Confidence – A FREE Step by Step Guide for Australians

Are you preparing for retirement and want to feel confident about your future? Our FREE course, created by experienced financial planning professionals, is designed to give you the knowledge and tools you need to make smarter decisions and enjoy peace of mind in retirement. Retirement should be a time of freedom, not worry. Take the first step toward a secure and fulfilling future by enrolling today—it’s completely free and built with Australian retirees in mind.

Course Curriculum

7 Chapters · 55 Lessons

  1. 1

    Welcome to Retirement Planning

    1. (Included in full purchase)

      Meet Your Advisers

  2. 2

    Australian Retirement Landscape

    1. (Included in full purchase)

      Understanding Retirement in Australia

    2. (Included in full purchase)

      The Three Pillars of Retirement

    3. (Included in full purchase)

      An Overview of Super and its Rules

    4. (Included in full purchase)

      Unexpected Changes

    5. (Included in full purchase)

      Dealing with Change

    6. (Included in full purchase)

      Overcoming Challenges

    7. (Included in full purchase)

      Navigating Changes and Challenges

    8. (Included in full purchase)

      Show Me The Evidence

  3. 3

    Goal Setting For Retirement

    1. (Included in full purchase)

      Goal Setting In Retirement

    2. (Included in full purchase)

      The Capital Question

    3. (Included in full purchase)

      Connecting Your Money with your Purpose

    4. (Included in full purchase)

      Identify Your Strengths

    5. (Included in full purchase)

      How much can you spend?

    6. (Included in full purchase)

      Rational vs Reasonable

    7. (Included in full purchase)

      Prioritizing Sustainability

    8. (Included in full purchase)

      Lifespan - Planning for Longevity

    9. (Included in full purchase)

      Your Retirement Mission Statement

  4. 4

    Reviewing Your Current Circumstances

    1. (Included in full purchase)

      Know Where You Are Today

    2. (Included in full purchase)

      Risk Profiles and Investing in Your Comfort Zone

    3. (Included in full purchase)

      Knowing your Risk Tolerance

    4. (Included in full purchase)

      Categorizing Your Assets

    5. (Included in full purchase)

      Assessing Household Balance Sheet

    6. (Included in full purchase)

      Assessing Household Cash Flow

    7. (Included in full purchase)

      Building Your Household Wealth Report

  5. 5

    Retirement Threats

    1. (Included in full purchase)

      Retirement Threats

    2. (Included in full purchase)

      Can Luck Effect Outcomes?

    3. (Included in full purchase)

      Taxation In Retirement

    4. (Included in full purchase)

      Potential Healthcare Upheaval

    5. (Included in full purchase)

      Regulatory and Policy Changes

    6. (Included in full purchase)

      Property Downturns

    7. (Included in full purchase)

      Market Volatility

    8. (Included in full purchase)

      Inflation

    9. (Included in full purchase)

      Overcoming Inflation

    10. (Included in full purchase)

      Familial Challenges

    11. (Included in full purchase)

      Planning For Legacy

  6. 6

    Developing an Investment Philosophy

    1. (Included in full purchase)

      What is An Investment Philosophy

    2. (Included in full purchase)

      What are "Efficient Markets"?

    3. (Included in full purchase)

      Markets Work

    4. (Included in full purchase)

      Managing Risk and Return

    5. (Included in full purchase)

      Keeping a Cool Head

    6. (Included in full purchase)

      Diversify Diversify Diversify

    7. (Included in full purchase)

      Diversify Some More

    8. (Included in full purchase)

      Asset Allocation

    9. (Included in full purchase)

      The Importance of Discipline

    10. (Included in full purchase)

      Look Beyond the Headlines

    11. (Included in full purchase)

      Fear and Greed

    12. (Included in full purchase)

      Managing Emotions

    13. (Included in full purchase)

      Indexing is a Great Starting Point

    14. (Included in full purchase)

      Rebalancing

    15. (Included in full purchase)

      Download Investment Philosophy

  7. 7

    Building Your Financial Plan

    1. (Included in full purchase)

      How to Build A Financial Plan

    2. (Included in full purchase)

      How An Adviser Can Help

    3. (Included in full purchase)

      Talk to an Adviser

    4. (Included in full purchase)

      Book in A Meeting

Secure Your Financial Future Today

Enroll now for FREE to gain access to expert guidance, comprehensive material, and interactive learning activities. Prepare to retire with confidence!

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