Matt Hern - Financial Education and Advice
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DIY Wealth Creation for Busy People Course

Do you want to take more control over the management and investment of your money but are not sure what is right for you? If so, this DIY Wealth Creation course may be on the money for you.

Create your own wealth creation plan

This course will provide you with a detailed overview of the key things you need to know to make smart financial choices that are right for you. As well as discovering what you need to know you’ll also learn how to take action straight away.

As a result of completing the activities during this course you will:

  1. Create a wealth creation plan to achieve your lifestyle goals
  2. Identify how to plug any gaps in your financial foundations
  3. Understand mainstream investment, superannuation and insurance structures
  4. Understand the appropriate next steps you need to take in wisely managing your money

It will be hands on with activities for you to complete each week as you construct your personal financial plan.

To fast track your implementation I will also reveal my 'step-by-step easy wealth creation plan for busy people'. This is the wealth creation blueprint that I wish I had been given when I started my first job as a graduate engineer all those years ago.

"Matt’s DIY Wealth Creation Course was packed with excellent information and presented logically and clearly. Matt is truly motivated to help you achieve financial freedom with minimal effort.

Implementing just one of his ideas made me more money than the course cost. That is great value! I would happily recommend this course to anyone (unless you want to retire as a pauper). Thank you, Matt!"

Jennine Bywaters, July 2011

Download a brochure you can print and keep as a reminder.

Who will benefit?

This DIY Wealth Creation course is ideal for most adults, especially:
  • Those getting started in investing and planning their wealth creation
  • Those wishing to discover what other things you should be considering
  • Young people early in their careers (in fact this is the kind of course I wish I had attended when I was a graduate engineer.)

I have designed it so that everyone from beginner to intermediate wealth creators will get great value.

How to assess if you fit the course

One of the common questions I am asked is "Is this course too basic for me?"

To objectively discover if you are a beginner, intermediate or advanced download the
Six Stages of Wealth Creation and assess your stage. The stage at which you have nailed all of the behaviours up to and including that stage indicates where you are.

  • The course is ideal for you if you are anywhere within stages one through three inclusive.
  • You are too advanced only if you have nailed everything up to and including stage 3. Namely you have completed and implemented a comprehensive financial plan to retire at a date you have decided with a defined and costed lifestyle. Plus you have no gaps in your financial foundations.

Who may not suit this course

But please note that the course does not suit:
  • Retirees (as I don't cover retirement income streams)
  • DIY investors seeking detailed training in stock or property selection (Challenger offers other specialist courses in that.)

"Great Stuff Matt! I thoroughly enjoyed the course. I’m now trying to convince my 3 nephews and one niece to do this course - I even offered to pay for them! You’re doing a fantastic job elevating people’s financial literacy. You’re really passionate about this and it shows."

Carlijn White, April 2011

Carlijn did pay for two of her nephews to attend. Here is their feedback.

"I was referred to Matt's course by a relative who advised me that this was one of the best courses she has ever done in her life, and recommended I do whilst I was young, as it will be life changing!

I agreed to attend the course, because after a referral like that, its impossible not too!

Whilst I thought I was in control of my financial position and where I wanted to go in life, Matt's course has made me open my eyes and re-evaluate how I planned to accomplish all the major goals in my life. Even if you think you know everything you need to know about managing your money, every week there was a valuable piece of knowledge, a new hint or tip that could be taken away from Matt's class."

Michael Verbunt, October 2011

"Thanks for the course, it really opened up my eyes financially. And I'm glad that my aunty Carijn White suggested it to my brother, myself and my cousins.

Even though I'm 24, I still benefited from this course because now I can make the right decisions with my money right from the start. Thanks Matt!"

Tim Verbunt, October 2011

What you will learn

During the seven weeks you will learn about:
  • How to calculate the required savings to achieve your lifestyle goals
  • How to create a budget that works for you
  • How to repay your debts fast
  • The key characteristics of mainstream investments including direct shares, managed funds and residential property
  • Popular aggressive wealth creation strategies such as gearing and self-employment
  • Superannuation: including how to optimise your existing employer superannuation and about the types of additional superannuation contributions
  • How to select the appropriate strategies, products and tools for you
  • How to protect your lifestyle by using the right types of personal insurance
  • When to outsource and how to get great advice when you do by understanding the advice industry and how to value advice
  • When to review and update your plans

Bonus resources

After each session you will be given acces to bonus resources to help you construct your wealth creation plan. You receive the first ones before the course. (Details of how to access the first bonus is below under "How to Enrol".)

When and Where

The next course will start on Tuesday 25th October 2011 at 6:30pm. The course runs for two hours each night, one night per week for seven weeks. That's a total of 14 hours. Last session is 6th December 2011.

Doing the course in term 4 is a great opportunity to get your money in order before the silly season so you can launch into 2012 with a powerful plan.

The course will be delivered at the Heathcote campus of Challenger Institute of Technology. That's in Applecross near the Bluewater Cafe. View a map here

Cost

This course is part of the Adult Education Courses provided by the Challenger Institute of Technology (formerly called Challenger TAFE).

Challenger have priced this 7 week course at just $175 - an absolute bargain for 14 hours of tuition.

It's certainly a lot lower cost than the $300 per hour that most advisers would charge if you wanted 1-on-1 education. Plus the course could save you thousands of dollars in wasted fees by helping you avoid inappropriate advice.

And you'll learn much more than you would from the equivalent cost in books.

"I decided it was time that we gained some knowledge and ensured that our financial choices were the correct ones and the DIY Wealth Creation course provided the ideal opportunity for that.

I learnt how to evaluate where we are now and the right choices for us to get to where we want to go. Importantly the course provided tools and techniques for what to do next in implementing a long term strategy.

I’ve immediately received a ten-fold return on my course fee. Then another ten-fold return from increased awareness of my options, the knowledge to decide and the confidence to take action.

Good Job Matt, and Thanks"

Steve Hickey, September 2011

How to enrol

  1. Visit the Challenger enrolment page here.
  2. Type WEALTH into the box labelled "Title"
  3. Press the button labelled "Next Step"
  4. The course should display
  5. Tick the box under the heading "Select"
  6. This should show the total fee payable
  7. Press the button labelled "Next Step"
  8. Complete your details and again select "Next Step"
  9. and so on...

If you would prefer to enrol over the phone you can do that during business hours by calling Challenger on 1300 300 252.

Bonus resources

To obtain access to the password protected bonus resources and preparation activities please e-mail your enrolment confirmation to me on after registering for this course.

Interested but can't make it this term?

If you like the sound of the course but can't make it this term then you can stay in touch by completing your details below.

It's an expression of interest that does not oblige you to enrol.

I will send you an e-mail when dates are announced and then again when enrolments open.

I respect your privacy

I won't bombard you with reminder e-mails and you won't be automatically subscribed to my free newsletter or any other mailing lists. I promise to keep your details private.

Expression of interest

First Name:
Last Name:
E-Mail Address:
E-Mail Format:
 

You can also download a brochure you can print and keep as a reminder.

More kind words from past participants

"As a newcomer to financial planning this course was a fantastic eye opener! I walked away with an action plan that I believe will put my family in a more secure financial position moving forward. I would recommend this course to anyone that is interested in taking the first steps into the world of managing your own financial destiny!"

Shane Barnfield, April 2011


"As a couple just commencing to combine resources the minefield has been made a lot easier for us both by attending Matt's course together. We have now suggested to our children that they also attend to get a good head start on life's financial journey. The rewards of starting early become clearly obvious. How wonderful it would be if this sort of training could be included in high school!"

Lee-Anne Steel, May 2011


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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)

ABN: 21 592 525 720

Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au Blog: www.Money-Guide.com.au

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Please note that the information and resources on and accessed from this site are general information only and not personal advice. Please read the Terms of Use before using this website.

Matt Hern is an Authorised Representative of Sentry Financial Services Pty Ltd (AFSL 286786).

 

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If you have not received your password please e-mail a copy of your enrolment confirmation to me here

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DIY Wealth Creation course information

 

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