Financial education topics


  • Superannuation

    • What is superannuation and how does it work?
    • Understanding the impacts of fees on your superannuation balance over time
    • How to get the best out of super and potential investment strategies?
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  • Cash flow management

    • How to get ahead through better money management
    • Strategies to track spending and keep on top of your cash flow
    • Credit cards – frequent flyer points versus over spending
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  • Investing and wealth strategies 

    • Starting a family and building wealth – the key things to consider
    • Developing a financial strategy – benefits of compounded growth and tacking action today
    • Shares versus property – the key differences
    • What is rent-vesting and how does it work?
    • How to build a cash flow positive property portfolio?
    • How much will you need to retire comfortably and how can this be achieved?
    • What is salary sacrificing and how does it benefit you?
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  • Insurance

    • How does insurance work and what can be covered?
    • Do I really personal insurance cover – what are the risks?
    • How can superannuation be utilised to reduce the impact of insurance premiums?
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  • Debt

    • The differences between good and bad debt
    • Offset accounts versus principal repayment, the pros and cons
    • How much deposit do you need to fund a home or investment property purchase?
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  • Property investing

    • Buying a home versus purchasing an investment property – the pros and cons
    • What’s the best way to purchase an investment property and how much do you need to save up for a deposit?
    • 7 key areas to look for when purchasing an investment property
    • How to get onto the property ladder without for a saving deposit?
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Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

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