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FINANCIAL PLANNING DIY GUIDE: EVERYTHING YOU NEEDTO SUCCESSFULLY MANAGE YOUR MONEY AND INVEST FOR WEALTH CREATION
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  • Wiley

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

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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.

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