0412 755 966

Financial Literacy Education & Wealth Coaching

Financial Literacy Education & Wealth CoachingFinancial Literacy Education & Wealth CoachingFinancial Literacy Education & Wealth Coaching
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0412 755 966

Financial Literacy Education & Wealth Coaching

Financial Literacy Education & Wealth CoachingFinancial Literacy Education & Wealth CoachingFinancial Literacy Education & Wealth Coaching

Signed in as:

filler@godaddy.com

  • Home
  • About Us
    • Qualifications
  • How We Help
    • Services
    • eMagazines
    • Calculators
  • Fees
    • Our Fees for Service
    • Fee Menu
  • Book a Meeting

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

FEE MENU

 All costs are inclusive GST (10%)


INITIAL MEETING

At our cost


FINANCIAL LITERACY AND EDUCATION

  • $110 per hour ($55 for a 30 minute quick meeting)
  • Save money by purchasing five hours of training/coaching for $330!

                    (can be redeemed in 30 minute sessions).


You decide what topics or tools you want help with:

• Paying down debts

• How to budget

• Calculating Net Worth from Assets and Liabilities
• Saving for goals like education, holidays, or your retirement
• How to purchase investments (share trading, ETFs, term deposits, managed funds)

• Investment risks and historic rates of returns, benefits and dangers of 'gearing', market volatility and 'black swan' events
• How to reduce unnecessary taxes
• How to implement suitable retirement savings - SGL, salary sacrifice, NCC and CC, caps, government co-contribution, carry-forward rules etc.

• Age Pension rules, rates and availability

• Wealth Creation Techniques
• Superannuation/ SMSFs
• Making use of personal Insurances for risk mitigation
• Redundancy and Retirement - tax treatment and rules
• Retirement Projects and Monte Carlo simulations

DISCLAIMER

This website is published by Ralph Morgan. Ralph Morgan is not a financial planner and does not provide personal financial advice or general advice. He only provides financial literacy education and wealth coaching services for those that want to 'do it yourself'.

Great Financial Planning

18 Cobb Street, Frenchs Forest NSW 2086

(0412) 755 966

Copyright © 2024 Great Financial Planning - All Rights Reserved.

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