The KiwiSaver Millionaire Roadmap Course
5 STARS · APPROX 5 HOURS · SELF-PACED LESSONS
Select the unseen settings in your KiwiSaver strategy to unlock the kind of future you could only dream of.
$FREE
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COURSE OVERVIEW
Introducing: A roadmap that’ll take you to financial security at time of retirement.
Whether you’re a novice investor or seasoned financial enthusiast, this course offers a step-by-step strategy to turn your KiwiSaver into the core funding vehicle of your retirement. Go through the 10, to the point lessons to uncover the essentials of how to choose the best provider, the best fund, and the best amounts to contribute to reach your goals.
WHO IS THIS COURSE FOR?
Anyone – who’s looking to build up a large enough pot of money to provide choices in retirement.
KEY TAKEAWAYS
Learn the critical numbers to get right
Fees are important with any managed fund, including KiwiSaver. Are you get value for the fees you pay, and how does that translate into performance? It’s not only important to get strong rate of return, but how about doing it without getting sea-sick from the up’s and down’s of the market?
What your provider doesn’t tell you
An active approach OR a passive approach could be a better option, or using one provider over another may help you reach your goals faster. Learn what your choices are, before you hear the sales pitch.
Get on to the brass tacks
Which provider, which fund, how much should you invest, then go. It’s not a difficult calculation to know what you need to do in order to get on the road to millionaire status, so let’s get on with it!
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- Understanding KiwiSaver – Beyond just the basics
- Understanding performance, volatility, and fees.
- Choosing the killer strategy.
- Where to speed-date the best funds.
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2- Finding the right fit: It’s not you, it’s them!
- Matching the risk you can handle, with the best returning funds.
- A step into the numbers required to reach your goal.
- Some handy resources for the journey.
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3– Insights and strategies from the experts
- Where does all the money actually come from?
- Learn the 4 big considerations financial advisers look for.
- Go direct, or use a financial adviser?
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4– The home stretch – finalising your roadmap
- A guide to completing the roadmap template.
- Map out the type of fund, the investment style, the provider, and the amount you need to contribute.
- Take a quiz, win a prize!
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5– Action time
- Goal setting.
- How to apply with providers online, or through advisers.
- Next steps.
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SUMMARY
It’s not about where you start, it’s about where you finish. Take journey through the maze of KiwiSaver options with “The KiwiSaver Millionaire Roadmap.” From understanding the dance of Performance, Volatility, and Fees to choosing between the artistry of active and the wisdom of passive investing, this course is your guide to financial empowerment. Whether you’re drawn to the aggressive allure of growth assets or the steady embrace of income assets, we’ve explored the entire spectrum to help you find your fit.
If you’re not ready for formal advice or that’s not desired, get equipped your own set of tools like our specially designed roadmap calculator, enabling you to model your path to success. We’ll show you the important settings to KiwiSaver, that can turn the dream of becoming a KiwiSaver millionaire into a reality.
Now, it’s your turn to take the wheel. Whether you’re aiming for that $1 million target or seeking to understand what’s achievable for you, it’s up to you to make a start. If you’re ready to make better money-moves and take control of your financial future, enrol in our course today!