Introducing
THE UNIVERSAL MONEY AND INVESTING COURSE
Press Play
How does it work?
By the end of this course, you won’t just understand investing—you’ll actually be growing your money based on your financial goals, and putting what you’ve learned into action.
When you purchase the course, you’ll gain access to our pre-recorded video modules which you can move through at your own pace: covering everything from setting short- and long-term investing goals, strategies for retirement, and understanding active vs. passive investing to decide what’s best for you.
The Universal Investment Course is designed with the everyday person in mind— no finance degree needed.
We break everything down so it’s simple to understand and easy to implement. By the end of the course, you’ll have a clear understanding of your money goals and an actionable plan to achieve them.
This course will equip you with everything you need to know to take control of your finances, including how to manage your money, get out of debt, build an emergency fund, and start investing with confidence. Most importantly, it’s all about taking that first step—because we don’t just want you to learn about investing, we want you to start!
course MODULES
Re-writing your money story.
We will go through your relationship with money and how this effects the way you are able to save and spend your cash.
The Money Basics
You think you have it all sorted, but things keep getting spent month on month and you can't seem to keep track. We are going to break down your budget and lay the foundations for financial and investment success.
Building your Emergency Fund
Everyone needs one, but it's a luxury so many of us don't have. We are going to go through a fool proof method of building this up to make sense for YOU
Debt- What it is, means and how to manage it.
Good Debt, Bad Debt, we cover it all. learn to get on top of things with some proven methods and how to approach this in a way that will not stop progress or enjoyment in your life.
Introduction to Investing!
You've got the foundations sorted, now it's time to teach you how to GROW IT!
We'll walk you through how to choose an online brokerage/ DIY platform and take you through the key information you need to know.
Short term vs loNG TERM INVESTING
There are different strategies for different goals, and these are REALLY important to understand before you end up over investing.
We will walk you through the options depending on your personal goals and preferences - with all content tailored to your country, meaning the interest rates and options we put forward will make sense for you!
shares, stocks and managed funds
A BIG section of the course, and the one that will make you feel unstoppable by the end!
We break these options down to help you identify the right fit for your goals, guiding you through the pros and cons you need to consider.
We’ll cover fees, risks, key insights, and how to conduct your own research.
The aim of this section is to leave you well-informed and confident, cutting through the jargon to make investing approachable and clear.
Preparing for Retirement
Your 20-year holiday should be the best and most relaxing time of your life... so we want to make sure you understand where your money is, how hard its working for you and if it is in the right spot to help you achieve your goals.
Your pension/super/KiwiSaver fund is classed as an investment, and is likely in the stock market right now.... that's right! so it's time to learn how to maximise these returns and get involved in your financial future.
Managing your Portfolio
You've got your money sorted, you have a plan and a goal in mind and you've chosen your preferred method of investing... now to learn how to MANAGE THIS!
What's included?
-
EASY TO DIGEST LESSONS AT YOUR OWN PACE AND LIFETIME ACCESS TO THE CONTENT.
-
COURSE ACTIVITIES TO IMPLEMENT YOUR LEARNINGS AS YOU GO AND PERSONALISE THIS COURSE FOR YOUR OWN SITUATION.
-
EVERYTHING FROM BUDGETING, DEBT MANAGEMENT TO THE START OF YOUR INVESTING JOURNEY
-
ACTIONABLE PROMPTS TO CHANGE YOUR MONEY SITUATION TODAY INCLUDING BANK AND INVESTMENT ACCOUNTS FOR YOU TO REVIEW.
-
1
Financial Basics
Learn the key principles of money management and plan your journey to clearing debt, understand your money goals and begin investing.
-
2
Becoming an investor
Put it all together and apply it to real life concepts- basically, start your money working harder. Understand interest, financial jargon and feel empowered to choose the right investment path for you!
-
3
START INVESTING
Build your own money plan to increase your wealth - including short term goals, long term goals and the right investment platform for you.
How much is the course? £6o only!
This course was created with a sliding scale of education in mind. It is suitable for both people with no investing experience, at the start of their financial journey, as well as those who have started investing but are feeling lost with jargon and understanding how to take the next steps to grow their wealth.
We will teach you things you should have learnt in school- from money management all the way to actively investing in the stock market! We'll also cover budgeting, short term, long term and life investment goals.
By the end of this course you will know exactly how to invest, have all your money queries answered, as well as understand the best and most powerful places to put your money for real impact.
FAQs
How much time will it take?
It will take you 6-7 hours to complete the course and you will have life time access to this content.
The course is pre-recorded to work around your schedule and you can log in at any time and complete this on your own schedule.
What else do you get by purchasing the course?
You will receive a 3-week free trial of our Investment Club after you complete your course!
This access will be granted as soon as the course drops.
In our Investment club you will be able to connect to a community of investors both beginner and advanced, and learn from each video, expert interview and community discussion that takes place.
How much is the Course?
£60 (or the equivalent in NZD or AUD)
Will I be able to revisit the lessons at any time?
Of course! You will gain lifetime access to everything included in this course- these videos are pre recorded and the content will relevant for all your investing strategies and as you progress throughout your money journey.
How much do I need to start investing?
There is no set amount.
You can start investing for the same price as a coffee. This course will teach you how much you can actually afford to invest by creating a long term financial plan.
Do I need any prior investing knowledge?
No!
This course has been designed for a beginner investor and will teach you from the ground up. if you have bought stocks before but are not sure what you are really doing with them, you are not alone but you are also in the right place. we will discuss asset classes, long and short term investment goals and the different ways to invest.
Can I purchase the course as a gift?
Yes! what a fantastic idea.
You can purchase this as a gift by clicking here
If you select the Investment Course bundle and purchase, you are all set..
Then, if you want to delay the sending until a special time (say, Christmas??) you can select 'sent email later' so that the lucky recipient won't get it until you are ready to send.
They Didn't teach you this in school, so we will.
Let's understand our money, start investing, and togetherRAISE THE CURVE.
