Smart money strategy : your ultimate guide to financial planning
Smith, Luke2023
Book
In Smart Money Strategy, qualified financial planner Luke Smith reveals the detailed strategies that financial planners use with their own clients. You'll learn effective strategies that will help you to manage your income, reduce your debts, and maximise your investments. And you'll learn how these strategies can be stacked together for maximum benefit. In other words, you'll learn how you can stack the financial odds in your favour! Smart Money Strategy will help you define your priorities in life so that your financial plans will really work for your own personal goals. Every person's-and every family's-financial journey is different. There's no silver bullet or one-size-fits-all approach. But there are financial strategies that can be applied no matter what stage your life is at. And there are ways to stack your strategies that will have your money working harder for you, with less stress.
Main title:
Author:
Smith, Luke, author
Imprint:
Melbourne, Victoria : John Wiley & Sons Australia, Ltd, 2023.©2023.
Collation:
xxi, 370 pages ; 23 cm.
Notes:
Includes index.
Contents:
Part I: The foundations1. Five truths about money2. Your adult financial life starts and ends with 'Why?'3. Setting strong foundationsPart II: Strategy stacking4. Understanding the strategy stacking philosophy5. Strategy stacking around significant life events6. Getting started: assessing your starting position7. Making a plan: the strategy stacking calendar8. Strategy stacking scenariosPart III: The strategies9. The framing strategies10. The investment strategies11. The superannuation strategies12. The retirement strategies13. The wealth protection strategies14. The estate planning strategiesPart IV: Putting your financial plan into action15. Why seek personal financial advice?16. What to expect from the financial planning process
ISBN:
9781394176946 (paperback)
Dewey class:
332.024
Language:
English
Subject:
BRN:
144686