Wealth Creation for Gen X & Y Course

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Learn personal investment with our wealth creation for gen X & Y course in Sydney.

This course is designed to give wealth accumulators the tools necessary to plan their wealth creation strategies. Learn about strategies that can help you grow your wealth faster without taking unnecessary risks, from an independent advisor with many years of experience helping people with these strategies.

In this course, you will learn about personal investment strategies, how to choose the right type of super fund for your situation, Self-Managed Superannuation Funds (SMSF) and related strategies, tax planning and minimisation strategies, and wealth and asset protection.

This is a fun and relaxed course with many real-life examples of effective wealth creation strategies in action. If you are looking to build wealth for the future and want to achieve financial freedom sooner, this course is for you.


By the end of this course you will have learned how to:

  • identify the options available for personal wealth creation.
  • understand which investment structures are most suitable to achieve financial goals.
  • understand which type of super fund is best to meet their objectives.
  • choose the right types of investment to grow wealth.
  • use the foundations of any wealth creation strategy.
  • protect the ability to earn and grow wealth.

Course content

Due to the variable nature of Adult Education classes, parts of the curriculum may be adapted to suit the needs of the class.

  • Personal investment strategies and how to make your money work harder for you
  • Choosing the right investments to achieve your financial goals
  • ‘Good’ vs ‘Bad’ debt, and how to use each to your advantage
  • Gearing strategies to maximise your wealth creation
  • How to choose the right super fund for you
  • Self Managed Superannuation Funds (SMSF)
  • Investing in property through superannuation, including the process and benefits and potential risks
  • Superannuation contribution strategies and how this can fit within your wealth creation strategy
  • Personal protection strategies and how to beat the insurers at their own game
  • Asset protection strategies
  • Cashflow strategies and bank account structuring to help you achieve savings/investment targets

Please bring to class

  • Writing pad and pen

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join Waitlist

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join Waitlist

Course testimonials:

  • said: Very helpful information provided and a good starting point to thinking about creating an investment portfolio.

  • said: Was a very informative class. I'm excited to use the tools and tips I learnt.

  • said: 5 Stars!

  • said: Very helpful and giving options on how to start building wealth and protecting it.

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