Our partnership with The Wealth Academy: Building financial awareness and knowhow in young people

Last year, OakWealth was approached by The Wealth Academy to help deliver programs to school students about money management. Headed by an ex-school principal, The Wealth Academy works to address the lack of resources and focus in schools on equipping Australian students with good financial management skills. As passionate advocates for improving financial literacy (no matter your age), we were excited to partner with The Wealth Academy.

Towards the end of 2017, Yihsing ventured over to Heathmont College to work with students on tackling real life money issues such as goal setting, budgeting, tracking spending, and understanding debts (such as credit cards and AfterPay). The program commences with students in year 9 when they start their part-time work experience program, and later this month will roll out to year 11 and VCAL students, who are likely to enter the workforce when they complete their secondary schooling.

What we love about this program, and what makes it so effective, is that it is more than a 'drop and run' once-off presentation. We caught up with some students earlier this month and were pleased to hear one student recall one of the points Yihsing had explained in an earlier session. It is a truly special moment when you see students absorb this information and knowing the difference having good money management habits can have on their adult lives.

Yihsing heads back to Heathmont again later this month as part of the year 11 and VCAL programs. He will be working with these students not only on key money management practices, but will also be helping them learn about our tax system, how it works, paying taxes and lodging returns.

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Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au


OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)


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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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