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MODULE SEVEN - Estate Planning Essentials

4 Lessons.

  • What is estate planning - and why you shouldn't wait

  • Wills in Victoria - securing your wishes

  • Powers of Attorney - making decisions when you can't

  • Superannuation nominations - don't leave it to chance

Part of the full Mastering Financial Foundations course.

$15 (including GST)

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NOTE - you will be invoiced $15 + $85 so you are charged $100 in total and unlock access to the full course with your purchase.

Cancellation policy

You are entitled to a 7-day cooling-off period starting from the date your enrolment confirmation email is sent.

If you cancel your enrolment in writing within this 7-day period, you will receive a full refund of all fees paid, provided you have not accessed or downloaded any course materials or attended any live session. Learn more

By adding the Mastering Financial Foundations - Full

Course to your order, you will unlock access to:

Module 1 - Understanding Finances and Money Mindset

  • The psychology of money & mindset shifts

  • Tracking your money

  • Setting financial goals that work

Module 2 - Money & Budgets with the Bucket Strategy

  • The Basics of the Australian Tax System

  • Key tax terms you must know

  • Why tax awareness matters

  • Reading your payslip

  • Taking control of your numbers

  • What is the bucket strategy

  • Setting up your buckets

  • Adjusting your buckets for your life

Module 3 - Debt Management Strategies

  • Understanding debt

  • The best debt repayment methods

  • Avoiding debt traps

Module 4 - Risk Management and Financial Protection

  • How to build your emergency fund - your financial safety net

  • Choosing the right personal insurance - protect what matters most

  • How to run a personal risk audit to remove financial blind spots

Module 5 - Saving and Investing for the Future

  • How much to save? Understanding emergency vs long term savings

  • Automating your savings - make it effortless

  • Where to save - high-yield accounts and smart saving tools

  • Understanding the basics of stocks, bonds and index funds

  • The magic of time - compound interest and long-term investing

  • Mistakes to avoid - invest smarter from the start

Module 6 - Superannuation and Retirement Planning

  • What is superannuation - and why does it matter

  • Choosing the right super fund

  • Contributions - employer and voluntary boosts

  • Growing your super - smart retirement strategies

Module 8 - Building a Sustainable Financial Plan

  • Setting financial goals - your 1, 5 and 10 year visions

  • Adapting your financial plan as life changes

  • Your financial growth toolkit - next steps and resources.

By adding the Mastering Financial Foundations - Full

Course to your order, you will unlock access to:

Module 1 - Understanding Finances and Money Mindset

  • The psychology of money & mindset shifts

  • Tracking your money

  • Setting financial goals that work

Module 2 - Money & Budgets with the Bucket Strategy

  • The Basics of the Australian Tax System

  • Key tax terms you must know

  • Why tax awareness matters

  • Reading your payslip

  • Taking control of your numbers

  • What is the bucket strategy

  • Setting up your buckets

  • Adjusting your buckets for your life

Module 3 - Debt Management Strategies

  • Understanding debt

  • The best debt repayment methods

  • Avoiding debt traps

Module 4 - Risk Management and Financial Protection

  • How to build your emergency fund - your financial safety net

  • Choosing the right personal insurance - protect what matters most

  • How to run a personal risk audit to remove financial blind spots

Module 5 - Saving and Investing for the Future

  • How much to save? Understanding emergency vs long term savings

  • Automating your savings - make it effortless

  • Where to save - high-yield accounts and smart saving tools

  • Understanding the basics of stocks, bonds and index funds

  • The magic of time - compound interest and long-term investing

  • Mistakes to avoid - invest smarter from the start

Module 6 - Superannuation and Retirement Planning

  • What is superannuation - and why does it matter

  • Choosing the right super fund

  • Contributions - employer and voluntary boosts

  • Growing your super - smart retirement strategies

Module 8 - Building a Sustainable Financial Plan

  • Setting financial goals - your 1, 5 and 10 year visions

  • Adapting your financial plan as life changes

  • Your financial growth toolkit - next steps and resources.

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