Would you like to know more about how money works?
Join us at our 'Envision Your Money' course

COURSE HIGHLIGHTS

6 evening workshops
1 – 1.5 hours for each workshop
Guaranteed small class sizes
Great information around financial matters and strategies
Learn and ask questions from Luke Smith, a Qualified Financial Planner who appears weekly on 2CC, Talking Canberra

TOPICS COVERED

1. Budgeting and Cashflow Management
2. Borrowing Strategies and the Cost of Money
3. Investment Options and Investment Vehicles
4. Superannuation Funds and Contribution Strategies
5. Retirement Income Streams and how Franking Credits Impact Portfolios
6. Personal Insurance and How to Compare Contracts.

CLICK HERE to download the course guide right now.

WHO IS THE ENVISION YOUR MONEY COURSE FOR

  • Working Adults
  • People with unmet financial goals
  • People who want to learn more about money.

Almost everything we do in life has a financial consequence.

This course is designed to help you make decisions with purpose and help you take control of your financial future.

‘ENVISION YOUR MONEY’ COURSE FEE

The Course Fee is $550.00 (including GST).

Your course fee covers:

  • 6 evening classes over 6 weeks
  • Each class is between 1-1.5 hours
  • Access to workshop notes
  • A yearly subscription to our Knowledge Centre that includes information, calculators, videos and more
  • Small class sizes
  • The ability to ask questions from Luke Smith, a qualified financial planner
  • Great information around financial matters and strategies
  • An interactive online wealth report to help you start thinking about your personal financial planning matters.

You will also receive a Post Event Health Check (personal appointment) with Luke Smith during business hours to confidentially discuss your own situation.

HOW TO REGISTER

1. Complete this form to register your interest
2. We will contact you to confirm attendance and start dates
3. Once the start date has been confirmed we will send you payment details.

PRESENTED BY
Luke Smith
Founder & Financial Planner
Envision Financial Services
And as heard on:

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