Part B - Wealth Planning
This course will suite you if you have extra money in your budget or if you have investments that need to be reviewed for better returns (if that’s not you, click here) It will show you ways to effectively save and grow your money, then it will break down investment strategies into simple terms and provide a step-by-step system to create an investment portfolio that works for you. It will show you how to:

  • Make time consistently work for you.
  • Decide between tax-deferred and after-tax savings channels.
  • Use the theory of decreasing responsibility to save money.
  • Get the best returns on investment.
  • Understand the keys to Unit Trusts success.
  • Protect your wealth while you are building it.
  • Achieve significant results in three months or less.


Prices:              Per Head

Group Sizes:  10 - 20 people or 21 - 40 people



NB: Prices and course material can be tailored to suite your company's specific needs.



What does this course include?

 

·     A comprehensive home-study manual

 

The money management & debt elimination home study manual consists of 4 simple steps that will assist you in getting out and staying out of ‘bad’ debt. It includes worksheets that will help you to plan and track your finances with ease.

 

·     Audio CD and DVD

 

The money management & debt elimination CD and DVD include extra information that will help you along the road to financial freedom. These are ideal for individuals who may not be able to attend the workshops, or who would like to listen to ‘refreshers’ at home.

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For inquiries on training your staff -

Please call head office on
011 802 0888

Or contact:

Joe
011 783 8828
joe@finfit.co.za



Part A- Money Management & Debt Elimination (IH)  |  Part B - Wealth Planning (In-House)  |  Part C - Retiring Financially Fit (In-House)  |  Part H - Credit Health (In-House)

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