Our Workshops

Is Financial Literacy Important?

In today’s economy, it’s more important than ever for students to understand personal finance. This workshop will teach them the basics of money management, budgeting, and investing. They’ll learn how to make smart decisions with their money so they can secure their financial future right from the time they graduate high school.

You can find a brief summary of the workshop topics we cover below. Alternatively, you can download our comprehensive Workshop guide below.

> Download Workshop Topics guide <

Managing Money For Success

Budgeting

Earning a lot is meaningless if you're also spending a lot. Learn how to personalise your budget based on your situation, needs, and goals.

Securing and Managing Credit

Credit is one of the main ways that people and businesses can finance purchases or investments. Learn how to secure a credit line, and how to manage it effectively to maximise your benefits whilst avoiding the debt trap.

Government Initiatives

Superannuation

Learn what superannuation is, what to look for when choosing a super fund, what self-managed super funds are, and how you can use superannuation accounts to reduce your taxable income.

Taxes (General)

Nobody likes paying taxes, but taxes play an important role in keeping the country running smoothly. Learn more about taxes, what they're used for, the different types of taxes, and a general overview of your yearly tax return process.

Taxes (Deductions)

Nobody likes paying taxes, so why pay more in taxes than you're required to? Learn how you can reduce your taxable income through deductions and other helpful tips and tricks to maximise your tax returns.

Social Welfare

Get a better understanding of the available government-sponsored programs that provide financial or other assistance such as housing, food, and healthcare.

Investing

Asset Allocation

Before making any investment decision, it is important to create an investment strategy based on your own goals, risk tolerance, and investment horizon. To become a successful investor, you must balance risk and reward to suit your own situation.

Fixed Income Securities

Learn what fixed-income securities (FIS) are, the different types of FIS, and how they can help balance the risk in your portfolio.

There are more than 2,000 different companies listed on the Australian Stock Exchange and more than 58,000 companies listed globally. How do you know which ones to invest in? What can you use to evaluate the 'attractiveness' of each company?

Managed Funds

What are managed funds? And what are the advantages and disadvantages of using managed funds?

Insurance

What insurance do you need? Which ones should you get? We break down the most common types of insurance without using industry jargon so that you can make an informed choice.