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Learn wealth creation for gen X & Y with our personal investment short courses 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.

Learning outcomes

By the end of this investment course, you should be able 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.

What will be covered in this investment course?

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

What to 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 for Wealth Creation for Gen X & Y Course

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join waitlist for Wealth Creation for Gen X & Y Course

Great reasons to enrol in a short course with us

Small classes

A personal approach means quality learning, so you can enjoy plenty of interaction with your instructor and the chance to ask questions.

Short & sweet

Our short courses & workshops get straight to the point, providing the skills you need with minimal commitment of your precious time.

Facilities & equipment

Our range of venues suit every type of course, are easy to get to, and have the equipment and tech needed to support your learning.

Easy, secure enrolment

Enrol online 24/7 with a safe, convenient 3-step process, and you can change your mind up to 7 days before class starts.

Quality instructors

Our educators bring first-hand experience and knowledge, with up-to-the-minute practices from diverse industries.

For business, or pleasure

Our courses help you rapidly increase your skills and knowledge, for professional development or personal interest.

4.7 starsaverage rating on Google

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Course testimonials:

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

  • said: 5 Stars!

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

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

  • said: Our Tutor, Scott Durrant was an absolute expert in his field, it was amazing to access his wealth of knowledge on a Saturday afternoon!

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