Secrets of the Money Masters

How to live for today without costing tomorrow

In this Secrets of the Money Masters CPD course, we talk to Kate and Tony - successful property investors who have already overcome serious challenges in life. But with the average Australian set to outlive their money by 11 years, and the COVID-19 pandemic throwing the world economy into chaos, how well-prepared are they for retirement?

What you'll learn /

This Secrets of the Money Masters CPD course will give you insights into:

How anchoring bias can affect client behaviour (and how to manage it)
Teaching clients about a contrarian approach to investing
How COVID-19 has affected traditional retirement portfolios in Australia
  • CPD hours1.5
  • Knowledge AreaClient care & practice
  • PriceFREE
  • Point1.5
  • Share

Outline of the course /

Kate and Tony case study

In this Secrets of the Money Masters CPD course, we talk to Kate and Tony - successful property investors who have already overcome serious challenges in life. But with the average Australian set to outlive their money by 11 years, and the COVID-19 pandemic throwing the world economy into chaos, how well-prepared are they for retirement?

Find out more

01.

The big picture: what’s ahead for Kate and Tony

An expert panel featuring Vanessa Stoykov along with Orbis Investments’ Ashley Lynn and Jenny Josling discuss Kate and Tony’s financial situation, their goals and how their retirement strategy might be adjusted so as to meet long-term objectives.

Find out more

02.

How to manage clients who have a singular investment focus

Griffith University’s Professor Sharyn Rundle-Thiele explains the concept of anchoring bias, how it applies to Kate and Tony and what approach an adviser should take when encountering this bias in their own client-base.

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03.

Putting the big picture into action

An expert panel featuring Vanessa Stoykov, financial adviser Rod Dickinson and Orbis Investments’ Ashley Lynn discuss the challenge for advisers in helping clients reach their long-term retirement goals when natural human instinct often compels people to sell out and buy in at the worst possible times.

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04.

Kate and Tony during COVID-19 update

Kate and Tony return to Secrets of the Money Masters to explain how COVID-19 has affected them financially and what investment lessons have come out of it. Vanessa Stoykov and Orbis Investments’ Jenny Josling then discuss the broader impacts of the pandemic and what it means for Australians’ preference for property investing.

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05.

What is the case for contrarian global equities?

Orbis Investments’ Ashley Lynn discusses the dangers inherent to so much Australian wealth being concentrated in one asset class: property. She explains the benefits of investing wealth offshore and understanding how a contrarian approach can inform a global equities strategy.

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06.

The contrarian mindset

Orbis Investments’ Ashley Lynn examines the role of an adviser in helping clients become more resilient to short-term market movements and teaching them about being contrarian investors.

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07.

Test yourself /