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Start Time
01/01/1970 (AEST)
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课程内容介绍：
Value Package 1 (Foundation)
Please note that this initial consultation arrangement is to give you a clear picture of insurance, education bonds, investments and superannuation in Australia. It will also help you realise the ongoing costs and associated risks with your interested area, hence saving unnecessary spending. If you decide on proceeding further with Hippo Wealth General Advice and Administration Services, this initial fee may be partially or wholly waived.
Value Package 2 (Foundation Establishment)
Upon your deciding to proceed with a Hippo Wealth General Advice Product/Service, such as
· General Advice of a particular product/service:
· Set up and application of your nominated product/service
There will be a flat fee in exchange for above services. This will vary depending on your chosen product/services, starting from $1,000+GST.
Value Package 3 (Ongoing Empowering Pack)
The ongoing general advice subscription and administration services will provide you access to an array of professional knowledge, an inhouse research analyst, and tools to empower you to make DIY wealth decisions on a ongoing basis. Additional Administration and Brokerage fees may apply depending on the product and platform used. Hippo Wealth will provide to you further benefits with below value pack:
v Dedicated Account Manager (Licensed Adviser in Investments, Super and Insurance)
Access to an account manager with knowledge and experience across Insurance, Super, and Investments such as Funds in Australian Equities, International Equities, Fixed Income, ETFs, and Alternative Investments, etc。
v Regular Stock Ideas Exclusive to Subscribers
Receive monthly stock alerts, regular market commentary and research about Quality Investment such as ETFs, Managed funds, Australian Equities etc.
v Daily stock market report
Daily stock market report including videos of interviews with ASX listed company CEOs.
v Exclusive Access
First access to exclusive investments opportunities including IPOs, VC/PE, structured product opportunities if qualified.
v Assist with Finance Literacy Training
Helping you understand what all that Finance jargon means! Provide monthly Group Coaching to help you become more financially intelligent.
v Access to online investment accounts
Online functionality & ease of use – Clients can access their accounts on all devices, with the website optimised for mobile phones and tablets as well as a mobile app available on Apple and Android.
Broad investment menu incl. Managed Accounts– We offer an extensive menu of Managed Accounts, bringing you all the efficiencies of a fully integrated managed account offering on platform.
International shares - We offer access to 15 international exchanges for both super and Non-super clients.
Sophisticated assets – Multi currency, Australian & International Bonds, over 200 Information memorandum funds. (sophisticated clients only)
v Document Certification
Certifying documents such as trust deeds and bank statements when required.
v Assistance with paperwork
Assistance with completing paper work such as application forms and account opening forms.
v Reporting
Providing and helping you interpret reports for your super, investment and insurance.
v No lock-in contracts
You will decide whether you want to renew your contract.
免责声明
刘梦麒Jeffrey （JP太平绅士）
资深双语保险理财师
2021澳洲年度金融知识传播人物
河马财富Hippo Wealth Pty Ltd 创始人兼CEO
CCTV《华人世界》专访人物
Channel 7 澳洲达人秀半决赛获奖者
Jeffrey在金融领域从业超过10年，擅长财富保障和风险管理, 拥有悉尼大学商科学士学位和澳洲高级理财师资格认证，已帮助数百个澳洲家庭建立财富护城河并提供保险援助服务，通过家庭保险理财，落实保障总额超过3亿澳币。
Hippo Wealth Pty Ltd (ABN 476 449 228 14) is a Corporate Authorised Representative (Number 1284168) of Sequoia Asset Management Pty Ltd (AFSL 341506) under Sequoia Financial Group Limited (ASX:SEQ) (www.sequoia.com.au ) which is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third party professional service firms. Jeffrey (Mengqi) Liu is an ASIC Authorised Representative (Number 1247214) of Sequoia Asset Management Pty Ltd.
曾任职于澳洲四大银行Westpac和ANZ财富部，并在Westpac担任过理财培训师，负责全澳超过300名理财师的战略建议审核和培训工作。
《SBS》特邀理财评论员
《The Australian》理财专栏约稿作者
《澳洲法律评论》理财专栏作者
《AFN澳洲财经见闻》理财专栏作者和特邀讲师
《AFN河马财富公开课》联合出品人、总策划和主讲人
《印象 河马说》联合出品人、总导演和主持人
《3E河马财商21天成长挑战》出品人
大家好，我是澳洲河马君，Jeffrey刘梦麒， 致力为大家持续分享价值知识：
【保险理财】十年深耕理财领域的我，从澳洲四大银行财富部，到创立自己的第三方理财品牌河马财富，历经10年，为数百个家庭建立财富护城河，财富保障总额超过3亿澳币， 积累了大量的保险理财实战干货。 同时，我在持续和众多主流媒体平台策划并落实理财专栏，视频，和课程。
【个人成长】10年职场，4年创业期间，我也经历了很多挫败。在每次失败后又爬起来的过程中，我学会了战胜这些困难所需要的心态，思想和技能。
【创新音乐】2010年我参加了澳洲达人秀并进入了半决赛，之后在很多大型活动中担任主持和表演嘉宾，我相信无论我从事什么样的职业，我都不会放弃我的爱好。 如果您对以上三个方面也感兴趣，加我微信 Jak_in_the_box， 交个朋友吧！
澳洲保险理财课
澳洲云课堂 
11
11
+61 433718945
info@theclassnow.com
Level 3, 11-17 York St. Sydney 2000