Advanced Wealth Planning and Lifestyle Management

Why attend this course?

Keen to understand the secrets of the independently wealthy?

Keen to understand the secrets of the independently wealthy? Ready to take control of your financial life?

This workshop will help explain how to effectively and consistently convert high income into appreciating assets that will provide for your desired lifestyle now and into retirement, as well as help establish a platform for intergenerational success.

Keynote sessions

  • Your values, goals and vision

    Your personal values are your core principles. This session will guide you through the importance of continually setting goals throughout life that align to your values and overarching vision.

  • Risk tolerance and investor profiling

    When investing it is important that you consider the level of risk as well as the return on an investment in view of your circumstances and investment goals. Risk means different things to different investors. For some, investment risk means the likelihood of a loss of capital, while for others it is the level of volatility of an investment, or the risk of your portfolio not producing enough to live on.

  • Understanding asset classes and investment platforms

    Asset classes and structures are the building blocks to an investment portfolio – but what allocation and which platform are right for you? These sessions will debunk key considerations for constructing your portfolio including risk versus return, growth vs defensive, industry super funds vs wrap accounts vs SMSFs vs SAFs.

  • Understanding relevant super legislation

    It’s important to understand the recent changes to super legislation and their effect on your retirement planning. Discover the contribution strategies that will help you maximise your retirement savings nest egg.

  • Debt management and finance strategy

    Having a sound understanding of different types of income, cash flow, deductibility of debt and tax implications for income structures is crucial when managing your finances. These sessions will guide you through the processes, applying practical case study examples to help you make informed decisions.

  • Property – a diagnostic approach to investing

    Property speculating is almost our national sport and yet very little science goes in to most property investment decisions. Develop an understanding of the fundamental principles in minimising risks and optimising results with respect to buying, selling, renovating or developing property as part of your investment portfolio.

  • Managing risks

    Managing risks effectively is more than taking out an insurance policy. Grasp an understanding of the appropriate structure, risk management framework, types of insurance, level of cover and service agreements required to ensure both you and your practice have optimal protection. 

  • Estate planning strategy

    What is the key to effectively transferring your wealth to the next generation? This session will guide you through five key steps to building a robust estate plan.

  • Building a bullet-proof financial plan

    This session will guide you through the process of developing a financial plan that acts as a road map for setting goals, addressing and choosing from available options, dealing with unforeseen events, and providing clarity in a complicated environment.

  • Choosing and working with advisers
  • One of the common themes of happy and successful doctors is having a team of trusted advisers to support them in realising their vision. This session will outline the role and characteristics of the trusted adviser.

Key features

  • Two days of intensive lecture and workshop style presentations
  • All presenters are leading professionals in business and financial disciplines specialising in healthcare consultancy
  • Personalised needs analyses and action plans
  • Course app and resource library
  • Networking social functions
  • Morning tea, lunch and afternoon tea provided

Really wonderful & informative. I will be telling all my colleagues – we are never taught this stuff at med school!

Infectious Disease Specialist, Advanced Wealth Planning & Management Workshop
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Speak to an expert

Call us on 02 9229 9731 or leave your details and we will be in touch.

Contact us for an introduction 

Call us on 02 9229 9731 or leave your details, including the name of person you would like an introduction to and we will be in touch.

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