Join us for our regular educational workshops for an eye-opening evening. We know this to be true because the feedback we get from the workshop is amazement and a desire to have learnt it earlier.

Areas covered:.

- De-mystifying investment
Good investment is a simple (not easy) process. The more complicated any sort of scheme or project generally is, the more places it has to fall down. We take our clients on a brief historical journey of investment and start to highlight common flaws and errors that all the bad investments seem to have.

- Psychology of Investment
Success in any pursuit is mostly about the strategy and exhibiting composure under stress - we look at the psychology of investment and how the way we have been conditioned to think over time is actually a hindrance and not a help. We learn about the rule of materiality, perspective, emotion vs. logic and dealing with greed and fear.

- Asset Selection
Depending on what you are being sold and whose selling it, different assets have different pro's and con's. We break assets down to their simplest forms and discuss their real returns over time. We talk about the effect of tax, inflation and true performance.

- Gearing
Most families only exposure to gearing is through the purchase of their family home. We deal with the sensitivity of borrowing and how it has been used (rightly and wrongly) in investment. We pull apart failed gearing practices and highlight weakness while also providing its strengths in a sound and balanced presentation.

- Risk
Our risk presentation is about identifying as many of the risks as possible that you will face in your investment lifetime. (Including the risk of doing nothing!). This part of the presentation is aimed at identifying what the risks are and that all decisions carry risk. You will see through this presentation that you cannot avoid risk but you can choose the risk you want to be exposed to.

- Insurance
Most people are afraid of insurance - or more to the point, afraid of being sold insurance - we look at the chronic under-insurance problem in this country and what it means for you. We cover it because it is imperative in safeguarding you and your family. If you have insured your car or contents, why not insure your life or income?

We refuse to advertise any products or mention any specific fund managers - the evening is solely about learning the basics of investment. We serve dinner half-way through and aim to empower all attendees to be more open to financial information and more financially aware.

Click here for upcoming workshops and to book.