Title Details

FINANCIAL PLANNING DIY GUIDE: EVERYTHING YOU NEEDTO SUCCESSFULLY MANAGE YOUR MONEY AND INVEST FOR WEALTH CREATION
Buy Rights Online Buy Rights

Rights Contact Login For More Details

More About This Title FINANCIAL PLANNING DIY GUIDE: EVERYTHING YOU NEEDTO SUCCESSFULLY MANAGE YOUR MONEY AND INVEST FOR WEALTH CREATION

  • English

English

Sam Henderson is CEO and Senior Financial Adviser at Henderson Maxwell, an independently owned, boutique financial planning firm. Sam has a Bachelor of Commerce (Accounting), a Diploma and Advanced Diploma of Financial Services, and an Advanced Diploma of Marketing Management. He is also an accredited mortgage consultant, direct-share specialist and an expert in self managed superannuation funds.
  • English

English

About the author.

Acknowledgements.

Preface.

1 Getting started: financial planning essentials.

2 How to increase your income and make the most of your salary.

3 How to reduce your tax.

4 Five key asset classes and portfolio construction.

5 Residential property investment: investing in property to get off the money-go-round.

6 How to make real money investing in shares.

7 Superannuation: real tax-effective investing.

8 Self managed superannuation funds.

9 Someone else's money and credit.

10 Risk management and insurance.

11 Centrelink and social security.

12 All you need to know about aged care.

13 Estate planning: how to protect your family's wealth.

14 12 strategies to instantly boost your wealth.

15 Your one-page financial plan.

Appendix A: Budget planner.

Appendix B: Your personal risk profile questionnaire.

Appendix C: Stamp duty rates.

Appendix D: Land tax rates.

Appendix E: Five-step aged care checklist worksheet.

Index.

loading