Investing 101 Workshop

How to invest in the Stock Market… easily and safely.

A one day/7 hour workshop to teach you how to invest properly and manage your own portfolio. Online or in-person.

Learn how & when to easily buy stocks and ETF’s using an online platform - even if you don’t have much time or money.

Make your money work for you and move from a state of fear and doubt about your financial well being, to one of hope and excitement as you take control.

What you’ll learn on the workshop:

  • How the Stock Market works and why you should start investing now – even if you have limited time and money.
  • Where to put your money – what shares to buy and when to sell.
  • How to protect yourself during uncertain times.
  • The best way to get your money working for you simply and safely.
  • The keys to successful investing and how to set it up on auto pilot to get your money working for you.
  • Gain clarity on your financial goals - learn how to save more and invest with confidence.
  • Plan your path to financial freedom, know how much is enough to have peace of mind and live the life you love.

You can start now, even if you only have a small amount to invest…

and if you think you can’t, we’ll show you how you CAN. During the workshop you’ll create an effective, long-term investing strategy (that does not require a lot of your time). You’ll set up a basic portfolio that suits your needs and risk profile (with ETF’s) .

 Content has been drawn from financial experts, using tried and tested strategies and presented in a simple way that anyone can understand.  You will leave with peace of mind and a plan that will impact your life as well as those you love.

Who should attend?

This workshop is for you if:

  • You who want to thrive financially by growing your assets to ensure you can live the lifestyle you choose;
  • You want to understand the Stock Market and the ‘jargon’ of investing – you’ve heard many different opinions on investing but don’t know who to trust or where to start;
  • You don’t have much time but want to set up a simple, secure, long-term investing strategy;
  • You want to build wealth and have the freedom to give more abundantly.

What’s Included:

  • 6 video lessons (approx. 15 - 30 minutes each)
  • Downloadable pdf of the PowerPoint slides
  • Downloadable Practical Application workbook
  • Financial Goals spreadsheet
  • Portfolio Planning sheet

Workshop and Retreat Details

  • Workshops are a full day from 8:30 am - 4:00 pm. Retreats are 2 days, details vary per retreat.
  • We’ll meet in person or via Zoom with a small group of like-minded people - all wanting to create a better future.
  • Your manual will be full of tips and a useful guide for after the workshop.
  • The live workshops will be held at one of our select venues and delicious lunch and teas will be served.
  • Dates and venues vary and can be found under 'Book Now'
  • Cost: Varies depending on workshop/retreat. You will be shown how to recover the cost of the workshop quickly and all have a 30 day money back guarantee.