MONEY MASTERS

Understanding why clients fall into a credit trap

This CPD course, featuring AFL star Jude Bolton, explores how clients find themselves saddled with unnecessary debt, and how advisers can help them get rid of it.

What you'll learn /

This course will give you insights into:

Setting long-term goals
The challenges of managing debts with a new career
Ways to tackle credit card debt
  • CPD hours1
  • Knowledge AreaSKILLS
  • TypeSECRETS OF THE MONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Understanding why clients fall into a credit trap

This CPD course, featuring AFL star Jude Bolton, explores how clients find themselves saddled with unnecessary debt, and how advisers can help them get rid of it.

Find out more

01.

Building a long-term savings structure for clients in new careers

Part 2 of this course sees Jude meet with his financial adviser, Mario Bardella, and they work together to address the gaps in his strategy to meet his wealth goals.

Find out more

02.

Planning for the big costs: renovations, private school fees and retirement

Part 3 of this course sees Jude presented with his financial plan, which outlines how he - with the help of his annuity and new income stream - can meet his financial goals.

Find out more

03.

Test yourself /

WordPress Lightbox Plugin