29 Jul 2019

Ep 1 - Michael's been a success in business and in sport. But what's missing?

Growing up, Michael had a laser focus on his swimming career, and how has a young family and a thriving skincare business. He seems to have it all, but are there steps he can take to protect his and his family's future?
29 Jul 2019

Ep 2 - Michael discovers how to protect his most important asset. Do you know what it is?

Michael’s dedicated to his career and family, but in this episode he gets a Masterclass on how he can ensure his income is protected in the event of anything going wrong.
29 Jul 2019

Ep 3 - With his new plan, is Michael’s income protected?

It’s now time for Michael to get his financial plan and learn what tools he can use to protect his income and ensure his family’s covered.
23 Jul 2019

Ep 1 - Bernard has some regrets about how he's spent his money. Do you?

With an existing investment portfolio, rugby star Bernard Foley seems to be doing as well in money as he is in the game, but what if there’s more he needs to learn to prepare for the future.
23 Jul 2019

Ep 2 - Like most Australians, Bernard has a love affair with property. But is it the right choice?

While Bernard’s already made some great inroads to financial freedom, through his Masterclass he’s going to learn how he can better diversify his investments to achieve his dream of buying property.
23 Jul 2019

Ep 3 - Most Australians are making a big mistake when they invest. But what is it?

With his Masterclass complete, Bernard’s about to receive the plan he needs to build a more robust suite of investments to ensure he’s being looked after post-career.

Top Course /

What you need to know when starting an advice business

In this CPD course, Pina Sciarrone from AIA Australia sits down with Jessica Brady from Fox & Hare - Financial Advice to explore the key things you need to know when starting a new advice business, and how the Royal Commission and legislative changes have impacted the way they work with clients. 

Future Talk Part 2

In this CPD course,  you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms. 

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Future Talk

In this CPD course, watch candid conversations with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, technology and superannuation. 

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Future Talk Part 1

In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry. 

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The 6 big questions facing Australian institutional investors

In this course, you'll get actionable insights into the 6 big questions facing Australian institutional investors today.  As with nearly $2.9 trillion in assets, the super sector is now larger than the entire Australian equity market - and it's valuable for advisers to see how these large investors are allocating their funds, as they're in a position to influence how people manager their money into retirement.

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29 Jul 2019

Ep 1 – Michael’s been a success in business and in sport. But what’s missing?

Growing up, Michael had a laser focus on his swimming career, and how has a young family and a thriving skincare business. He seems to have it all, but are there steps he can take to protect his and his family's future?
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