Wealth Building for Healthcare Professionals

Learning Objectives:

• Grasping the essential building blocks of investing
• Learning about various asset classes, including their characteristics and behaviours
• Analysing the importance of diversification, tax efficiency and risk management in investing
• Exploring the foundational principles of constructing an investment portfolio
• Creating a proposed personalised portfolio

Three 1 hour sessions.

Session 1:

• Dissecting the various asset classes
• Understanding their characteristics and how they behave in relation to various economic indicators
• what are the common asset class allocation
• Addressing common questions like property vs shares, investing inside vs outside of super, Shares vs ETFs vs managed funds, and much more

Session 2:

• Exploring your risk capacity
• why is risk management paramount in investing
• what are some of the commonly employed risk management strategies
• Suitability of asset classes and investment styles to your risk profile

Session 3:

• Understanding tax implications in investing
• the role of leverage and its risk
• exploring the tax efficiencies of various investing strategies, including leverage
• constructing a proposed personal investment portfolio

Level: No prior investment knowledge required