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Financial Education

Money Mindset & Life Planning

Build wealth habits that outlast any salary increase.

2.5 hours18 lessonsLevel: All levels
Money Mindset & Life Planning

About this course

The behaviour behind the numbers: money beliefs, black tax and family expectations, saving for big goals, insurance and wills — planning a financial life that fits your reality.

What you will learn

  • Understand the beliefs driving your spending
  • Handle family money pressure without guilt
  • Plan for big goals: home, studies, retirement
  • Get the basics right: insurance, wills, beneficiaries

What's included

  • 18 video lessons
  • Financial goals workbook
  • Life admin checklist
  • Lifetime access

Curriculum

1. Mindset3 lessons
  • Where money beliefs come from
  • Black tax and boundaries
  • Comparison and lifestyle pressure
2. Planning3 lessons
  • Short, medium and long-term goals
  • Saving for a home or studies
  • Retirement without panic
3. Protection3 lessons
  • Insurance you actually need
  • Wills and beneficiaries
  • Teaching your kids about money

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