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A great proportion of Australian adults have received a varied level of money education over their lifetime and as a result many financial mistakes have occurred due to a simple lack of financial knowledge.
Now with the current tightening of our economy, increasing pressure is now being placed on most Australians to extract greater utility out of their incomes streams. Unfortunately, due to the lack of financial knowledge many are beginning to struggle. This is not income dependent as many high income earners are also experiencing identical issues.
To bridge this knowledge gap author and financial educator Greg Smith and his team at Lifestyle Money have developed a number of workshops specifically for the workplace.
These workshops are now available for corporate responsible employers to be offered to their employees to help them become more financially aware. By doing so, each employer provides their employees with the opportunity to learn skills to better manage their own money - effectively leading to them the knowledge to gain more out their current pay.
Each workshop is highly practical and very interactive and delivers fundamental money knowledge.
Please note - There are no financial institutions nor are there any specific financial products promoted - our goal is the transference of better money skills.
To service the varying degrees of money knowledge across your company, three levels of workshops are available:
- Level 1 Essentials suited for individuals with a limited knowledge of money.
- Level 2 Intermediate for individuals with an average level of money knowledge.
- Level 3 Advanced suited for individuals with a high level of money knowledge but seeking further independent input.
These levels are clearly defined by knowledge level rather than age or income and it is suggested that the majority of attendees attend the Essentials Level first.
Each level comprises a workshop of 1½ hours and is delivered in an interactive non jargon down to earth language for all to understand.
With more and more pressure nowadays being placed on the personal budget now is a great time for corporations to enact on their corporate conscious and provide their employees with appropriate independent training on financial matters.
Delivery: All courses are highly interactive and practical and are delivered as an in house program at your premises. All workshops are designed and delivered using the 4MAT training methodology providing for greater efficiency in learning outcomes.
Topics: A great proportion of Australian adults did not receive sufficient money education at school. Consequently, there are multiple levels of money knowledge and skill. Our goal is therefore to provide simple, accessible, and down to earth workshops on money that cover the following topics to improve not only the knowledge of those who attend but to also to improve their confidence and hence involvement with their own financial affairs.
Our workshops offer unbiased quality how to information on three levels :
Level 1 The Essentials
An explanation of the how the economy works and what affects it has on the back pocket of the individual.
Understanding the psychology of money.
Setting goals.
Developing easy to use and follow cash flows.
An overview of the different asset classes (ie shares, managed funds, property, fixed interest).
How insurance works and why it is so important.
How to manage money smarter and stay out of the pay to pay cycle.
How to develop a savings strategy.
How to develop passive income streams to give yourself a pay rise.
Level 2 Intermediate
An economic update.
How to interpret economic cycles.
How to understand and manage risk.
The mechanics of investing in shares, investment property, managed funds (ie what to look for, where to get the research data).
How to invest and who to use.
How to maximise your superannuation.
Level 3 Advanced
An economic update.
Key indicator forecast.
How to build investment portfolios.
Investment selection methodologies.
Leveraged investing.
Maximising superannuation.
Debt re cycling techniques
Workshop Duration: Each workshop is 90 minutes
Where: You select your own venue.
When: On Demand
Cost: $3,950 per workshop plus gst plus travel and accommodation expenses.
Minimum number of attendees per workshop: 12
Maximum number of attendees per workshop: 30
Learning Outcomes: Each attendee will obtain a different outcome from each workshop depending on their personal situation. However in general, the following learning outcomes can be expected:
Level 1 The Essentials
How the bigger economy affects the day to day.
How to manage money smarter.
Understand the terms used in the money world.
Gain a better appreciation of how financial products work.
How to build confidence with money.
Level 2 Intermediate
A greater understanding of the impacts of the economic environment.
Gain a clearer understanding of the steps required to invest.
Know where to go and who to ask for help.
Level 3 Advanced
Understand how to build their own investment portfolio.
To understand how to use debts to create wealth.
Develop a deeper understanding of long term planning Interactive Learning Environment .
Each workshop is a truly valuable and memorable experience for each attendee as they are exposed to a teaching methodology called 4MAT This system recognizes that everyone has a different style of learning and combined with the relevant and practical content material all attendees are guaranteed to walk away with a set of relevant and practical skills that they can put into action immediately. Please note that each presenter is an accredited 4MAT presenter.
Training Materials (optional) If you choose, each attendee will receive a workbook which will feature the slide presentation to use during the workshops and as a future reference point. Please note that the cost of this will be quoted separately.
IF YOU THINK YOUR COMPANY SHOULD BE OFFERING THIS SORT OF TRAINING SIMLPY FILL IN THE FORM BELOW AND WE'LL BE IN CONTACT WITH THE APPROPRIATE PERSON.
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