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Latest Course /

SOMM

SECRETS OF THE MONEY MASTERS

Finding returns in the new investor reality

UBS Asset Management

In this Secrets of the Money Masters CPD course, we meet Kate and Greg - a married couple looking for answers on how to reach their retirement goals. They have a good understanding of what they need, but are unsure about the steps they ne....

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SOMM

SECRETS OF THE MONEY MASTERS Navigating modern family life

In this Secrets of the Money Masters CPD course, we meet Nina - a professional photographer who's just sold the family home following a difficult divorce. With four children to think about and an income stream that isn't guaranteed, what are the s....

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SOMM

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 th....

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SOMM

MONEY MASTERS Helping clients protect their most important asset

This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.

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SOMM

MONEY MASTERS Why clients develop home bias and how to get them out of it

This CPD course, featuring Wallabies star Bernard Foley, explores why clients may have regrets about their position on the property ladder and how to educate them about the cyclicality of certain investments.

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SOMM

MONEY MASTERS Market efficiencies in the age of information

As Warren Buffett once said, it pays to be greedy when others are fearful, and fearful when others are greedy. This is never more true than when looking at the global opportunity set, where an abundance of headlines can create a lot of fear and co....

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SOMM

MONEY MASTERS The critical role advisers play in preparing clients for the unexpected

Nadun was a doctor who emigrated to Australia with his family. He's young, successful, healthy and passionate about his work - which is why it took everyone by surprise when he had a stroke. But thanks to his financial adviser and the insurance ar....

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