This course is to set up the foundation of finance, Broadly speaking people come to see a financial adviser when they want to invest for their future, And they often start with ideas like bitcoin, stock trading and some more complex strategies. While investing for your future is important it is often the case that we should slow down and make sure out foundations are in place before we build! So just to be clear we will be going through the foundations of your Cashflow, banking, Superannuation and insurances in this course. Once these are in place you will be ready to take the next steps towards building your empire.


Course Curriculum

  Why the DIY Financial Plan?
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  Welcome
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  Part 1: The Fundamentals
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  Part 2: Setting Up your Banking to Automate your goals
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  Part 3: Think Long term to structure your Super and Insurance
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  What next?
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Hi,

If you haven’t already met me my name is Nic and I'm a Financial Planner from nicFP.

I’ll be taking you through this course and answering any questions you have along the way.

As for my qualifications, I have a Bachelor of Economics, Diploma of financial planning, and an Enthusiasm for personal finance..

Passions of mine include Guitar, Hockey, Surfing and solving the Rubix cube..

Enough about me, This is for you!

In the next session we get started..

Looking forward to meeting you - Lets get started!

$59

Paid Course