Shares for Beginners

Financial Literacy Project - Bonus Episode


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This is a bonus episode about a great project that’s been running since March, with workshops still available during September, October & November, 2019.


It’s called Own Your Own Financial Future – a project dedicated to empowering women over 55 to build confidence in financial decision making.

These are free workshops geared towards women who’ve never been involved in managing their own finances and investments.


They are being run by the Australian Shareholders Association. Fiona Balzer from the ASA is my guest in the next episode, but I think it’s worthwhile releasing our discussion as a separate story. It is worth thinking about the particular challenges faced by women in this category.


So if you find that any of this resonates with you, or if you know someone who would benefit, find out more at https://australianshareholders.com.au/fin-lit-project


Places are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. My apologies to listeners outside these areas but it may be worth a listen. It will get you thinking about you and your loved ones.


The workshops will help you:

  • cut through finance and investing jargon
  • understand a financial plan
  • clarify options for managing your super
  • help you discuss your financial goals
  • check that your estate is in order
  • learn how to source and engage with a professional adviser
  • develop confidence to talk to the financial professionals and family


Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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Shares for BeginnersBy Philip Muscatello - Australian Investor Education

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