澳洲保险理财课程
Updated: 04/08/2023(AEST)
Jeffrey刘梦麒
8
澳洲保险理财课程
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/serviceThere 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 SubscribersReceive 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 AccessFirst 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 accountsOnline 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 CertificationCertifying 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 contractsYou will decide whether you want to renew your contract. 免责声明Hippo Wealth provides General Advice only. General advice is advice which is provided to you without regard to your individual objectives,financial situation or needs. It is not specific advice for any particular investor and it is not intended to be passed on or relied upon by any person. Before making any decision about the general advice provided, you should consider the appropriateness of the general advice presented, having regard to your personal objectives, financial situation and needs.
投资学入门
Updated: 17/05/2020(AEST)
Jacky
25
投资学入门
本课程系列主要讲投资,债券和股票。并详细介绍了各自的定义、特点及其基本分类。在主讲投资课程系列中,主要讲解各类投资,如证券投资,财产投资,个人投资等,估算投资回报和风险的估算方法,投资过程中风险与回报的关系;主讲债券课程系列中,介绍了债券是什么,债券的类型,为什么投资债券,有什么风险,债券和利率之间的反比例关系。主讲股票课程系列中,介绍了什么是股票,什么是股票市场,以及股票交易中的交易成本、证券市场指数 、基准和测度。