Upcoming Courses

Myth-Busters Finance

10:45am Mondays
22 January – 26 March 2018
Brisbane City

As recently as a generation ago, a lack of financial ability wasn’t a handicap for the average person. But in today’s world – where most of us have been forced to manage our own investment and retirement portfolios – it has become essential to understand the finer points of our financial life.

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The Bank of Mum & Dad

TBA

Ashgrove

Every parent wants to raise financially responsible children, but traditional approaches are doomed from the start because they work against human nature rather than with it. We present a novel approach: establish a Bank of Mum and Dad, offer simple terms and generous incentives, and then step aside.

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The Dental Practice CFO

TBA

Ashgrove

Running a successful dental practice is a juggling act. This case study offers a detailed look at how we helped a busy practice owner take time out from working in his business as a dentist, to work on it as a practice owner, and the transformational effects it had on profitability and the value of their practice.

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Our Courses

Myth-buster’s Finance

COURSE OVERVIEW

As recently as a generation ago, a lack of financial ability wasn’t a handicap for the average person. But in today’s world – where most of us have been forced to manage our own investment and retirement portfolios – it has become essential to understand the finer points of our financial life.

WHAT YOU WILL LEARN

This course will provide a solid foundation on financial markets and investing from an unusual perspective: by busting the myths perpetrated by industry and the media that are very counter-productive to successful investing.

The course offers an entertaining mix of investment theory, financial history and human psychology.

COURSE PRESENTER

todd_cropped

Todd Meynink, CFA

Founder and Wealth Consultant

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Course PDF

The Bank of Mum & Dad

COURSE OVERVIEW

Every parent wants to raise financially responsible children, but traditional approaches are doomed from the start because they work against human nature rather than with it.

We present a novel approach: establish a Bank of Mum and Dad, offer simple terms and generous incentives for saving, and then step aside. By giving your children the freedom to use their money as they want (and make their own mistakes!), they will develop a strong sense of financial discipline and responsibility.

As they grow older we’ll show you how to add a stock exchange to the Bank of Mum and Dad to broaden their understanding of investing.

WHAT YOU WILL LEARN

It might sound complicated, but it’s not. We’ll provide you with all the tools you need to create your own Bank of Mum and Dad which will help you prepare your children with the knowledge and financial habits they’ll need to get the most out of life.

COURSE PRESENTER

Todd Meynink, CFA

Retirement Engineer

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Course PDF

The Dental Practice CFO

COURSE OVERVIEW
Running a successful dental practice is a juggling act.

You need expertise in your area of dentistry to care for your patients. You also need the know-how to run a small business. You’ve probably been well-prepared by your education and experience for the technical ins and outs of dental practice. Yet what training has prepared you to run a business?

WHAT YOU WILL LEARN

This case study takes a detailed look at how we helped a busy practice owner take time out from working in his business as a dentist, to work on it as a practice owner, and the transformational effects it had on profitability and the value of their practice.

COURSE PRESENTER

todd_cropped

Todd Meynink, CFA

Retirement Engineer

Book Now
Course PDF

The Enemy in the Mirror

COURSE OVERVIEW
What happens inside our brains when we think about money?

Quite a lot, actually, and some of it isn’t good for our financial health. In this seminar we explore why smart people make stupid financial decisions – and what they can do to avoid these mistakes.

We draw on the latest research in neuroeconomics, a fascinating discipline that combines psychology, neuroscience, and economics to better understand financial decision making.

WHAT YOU WILL LEARN

We show why we often misunderstand risk and why we tend to be overconfident about our investment decisions. We offer some radical new insights into investing and show how to take control of the battlefield between reason and emotion.

COURSE PRESENTER

todd_cropped

Todd Meynink, CFA

Retirement Engineer

Book Now
Course PDF

Course Feedback

Fab presentation! Eye opening.

Shireen H.The Bank of Mum and Dad

Very clear and easy to understand. I liked the philosophy of giving kids responsibility and control of their money.

Maureen PThe Bank of Mum and Dad

Fun and so interesting! Thank-you for putting in such an effort to this presentation!

Dr. Kristina C.The Enemy in the Mirror

A whole new look at investing...busted a lot of my myths and greatly increased by understanding. Thank-you!

Dr. Anne L.Mythbusters Finance