Building sustainable wealth is a journey

And like every journey you have to have a starting point. This is exactly what Learn Finance provides; a ‘start to finish’ on the fundamentals of personal finance. It has never been easier to be financially wealthy, but at the same time, it has become incredibly complicated. The game has changed, but we can show you how to play

  • Setting Financial Goals

    Build a strong foundation for your financial plan. It’s the choices we make today that determine our financial future

  • Investment Basics

    What each asset class means for your investment portfolio, and how your Risk Profile can be used to guide portfolio construction

  • Strategies

    Build wealth, reduce tax, and protect your assets

  • Structures & Environments

    Learn about investing through Trusts and what it means to fund your retirement through Superannuation

Full course curriculum

  • 1
    Goals
  • 2
    The Basics
  • 3
    Economics
  • 4
    Investment Theory
  • 5
    Investment Basics
  • 6
    Investment Environments
  • 7
    Financial Strategies
  • 8
    Risk Management
  • 9
    Next Steps...
  • Introduction The Importance of Goals Timeframes Structured goal setting Financial Freedom Applying what you know Financial Goal Setting Worksheet Target Goal Excel Tool Goal Calculator How have things started? Testimonial
  • Personal Finance Basics - An Introduction Income Tax Savings, Cashflow and Budgeting Deductions Debt Management Your Personal Balance Sheet Applying what you know Quiz 1 Balance Sheet How's it going?
  • Intro to Economics Economic Terms Supply Demand Supply Demand Equilibrium Applying what you know Quiz 2
  • Investment Theory Risk & Reward Risk Volatility and the Risk v Return relationship Diversification Applying what you know Quiz 3 How was Economics and Investment Theory?
  • Investment Basics and Cash Fixed Interest Property Shares - Part 1 Shares - Part 2 Determining Share Price Portfolio Asset Allocation Applying what you know Quiz 4 Risk Profile Questionnaire
  • Investment Environments Trusts and Beneficiaries Family Trusts Unit Trusts Alternative Structures Superannuation Self Managed Super Funds Contribution types Superannuation Checklist Applying what you know Quiz 5 How was Investment Basics and Investment Environments?
  • Financial Strategies Salary Sacrifice Family Trust Distributions, Property and Capital Gains Tax Timing Investing, Property or Shares, Leveraging Margin Loans Home Equity and Debt Recycling To leverage or not to leverage Home deposits using superannuation Applying what you know Quiz 6
  • Risk Management Investment Risk Management Personal Risk Management - Part 1 Personal Risk Management - Part 2 Strategies Levels of cover and costs of insurance Applying what you know Quiz 7 'A Safe Estate' - Bonus Estate Planning Worksheet Insurance Needs Analysis How was Financial Strategies and Risk Management?
  • Putting it all together... One last thing...

[Applied] knowledge is power

Take control of your financial future