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Clear and easy to learn stages. Begin with the framework and the 'why' at your exclusive retreat. Then layer up the know-how across fortnightly sessions over 6 months. 

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Taking Stock

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Your life today

Vocations, present, past & future

Successes and set backs

What engages you

Hesitations and Fears

Values, Attitudes, Behaviors

Consuming v Experiencing

Pleasures v Gratifications

The pollution in your life

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Foundations

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Capturing the snap-shots

How to figure out what you want

Privileges and the Impediments

Courage and Imagination

Retirement is dead...long live life!

Piecing it together

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Plotting the course

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Isolating the conflicts

Making the choices

Filtering News Noise

Sabotage & Saboteurs

Knowing your risks

Making preparations

Growth, Income or Both?

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Building Your bridge

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Pathway to enjoyable vocations

Constructing your financial road map

Acquiring awareness of the issues

Truly understanding Time

Key financial concepts

Investing game changers

How the money system works

Tax, Retirement and Estate Planning

Using debt 

Cash-flow is king

Guaranteeing your dream

Investment strategies

 

Tools & Resources

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Using advisers (when + how)

Learning the skill of know-how

Using the right tools

Setting out the tasks

Emigration?

Responding well to events

Filtering media noise

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Bridge Components

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How the asset classes work

What asset classes are good for you

How to invest in them

Investing v Trading

Structures and products that hold your money

Taxation and other key laws

Government benefits

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Making it happen

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Steps to implementation

Testing it out first

Preparing those around you

Unwinding your current life

Simplification

Acting!

Handling the unexpected

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Maintenance

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Filtering information

Assessing action required

How to use advice and when

Simplicity and control

Avoiding  hype and traps

Making adjustments

Staying your course!

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Those choosing Select will have their programme hand tailored

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All materials, reading and manuals are supplied. No hidden extras or up-sell.

 Independent expertise and experience from a panel of acclaimed

professionals working for you.

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