New Wealth Foundations Course
4.5 STARS · APPROX 5 HOURS · SELF-PACED LESSONS
Uncover the secrets of personal finance useful for building lasting wealth, and strengthen your own foundations with our new online course.
$47 NZD
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COURSE OVERVIEW
Introducing New Wealth Foundations: The essentials of personal finance, and the first principles of wealth building.
We’ve built this course, for those worried about their future, and wondering if and when they’re ever going to be financially secure. Our course, which contains over a dozen short, to the point lessons will cover the essentials of how to maximise your income and keep a lid on your expenses, plus the basics you need to know if you’re ready to start taking action. The world is changing, so while you’re figuring out your place it in, build your foundations.
WHO IS THIS COURSE FOR?
Anyone – who’s looking to build more than enough for their future.
KEY TAKEAWAYS
Gain a ‘wealth-builders’ view on personal finance
Learn from financial advisers who engage with successful everyday people day, what’s essential to focus on, and what’s not. Personal finance offers a finite return yet we’re in a world now with infinite possibilities.
Learn behavioural techniques to managing your money
Create automation to make it easy to engage in helpful habits, then learn how to create friction in areas that contain harmful habits. You have an ability to change some of your behaviour, but you need to learn the techniques that don’t rely on ‘will-power’ to really succeed.
Bust some myths and gain unique mindsets
Get into debt as fast as you can, then learn the efficient ways to get out of it. Diversify, and concentrate. Stay mainstream, yet accommodate for the alternative. Focus on what you want more of, rather than stress about things you want less of.
ABOUT YOUR INSTRUCTORS
Darcy Ungaro
Financial Advisor – Ungaro & Co. Everyday Investor Podcast Host
Meet Darcy Ungaro, a qualified financial adviser who firmly believes that wealth creation begins in the mind before it materialises in your investment account. The world’s changing and ‘just enough’, may not cut it for where we’re tracking. Darcy spends time thinking about the future, then helps people to prepare the best they can to not only prosper, but safeguard that which they already have.
Darcy believes that traditional wealth-building methods are valuable, but also advocates new ways of thinking to be prepared for the seismic shifts in technology, demographics, and bigger governments. Are you ready for what’s coming?
Carley Ellis
Financial Advisor – Ungaro & Co.
Meet Carley Ellis, a qualified financial adviser, mother of 2, and wife to one. Carley understands the broader forms of wealth and how different communities will build up and pass on wealth to the next generation.
Carley’s committed to the idea that the everyday person can improve their situation, and she’s passionate in communicating this idea both one on one, in social media, and in this course.
COURSE OUTLINE
1- Gain a solid understanding of the basics
- How to increase your income.
- How to diversify your income.
- How to keep a lid on your expenses.
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2- Manipulating your Money
- How to ‘train’ your income.
- Focussing on the finite, or the infinite?
- Setting financial goals amid chaos.
- How to approach the bank.
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3– Understanding tailwinds
- The miracle of compounding returns.
- Diversification through time and dollar cost averaging.
- How to make your income ‘bullet proof’.
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4– Bringing all of us to our money
- A closer look at needs vs wants.
- How to be satisfied, then gratified.
- Destroying bad easily, while preserving the tool of ‘good debt’.
- Understanding your reason ‘why’.
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5– Understanding our ‘free will’
- A balanced look at active and passive investing.
- How to set up your own insurance business.
- Should you diversify or concentrate?
- An introduction to mainstream, and alternative investment types.
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SUMMARY
Max out your income, keep a lid on your expenses – then, just invest the rest as best as you can. Does it need to be more complicated than that? Gone are the days of thinking that personal finance is all about frugality and budgeting. With our course, you’ll learn how to focus on what you want more of, without feeling overwhelmed by numbers, budgets, and targets.
Learn the keys to building wealth from financial advisers who engage with successful everyday people daily. Our 12 modules will show you how to focus on the infinite impact you can make by thinking just a little bit bigger, instead of simply chasing finite savings.
Learn from two financial advisers, from completely different backgrounds, sharing insights that actually work in practice.
Desperate to build something better? Then it’s time to check your foundations.
Wealthy, people often credit their success to mindset. Seldom it’s from being an analyst.
20 minutes a day, over 2 weeks, at your pace and at your place. Start building your wealth today, and take the first step towards solving your biggest problem: That one day you’re going to stop working…then what?