Financial Planning DIY Guide: Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation

Overview

Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice.

Inside you'll learn how to:

    ...
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Overview

Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice.

Inside you'll learn how to:

  • reduce your tax, boost your savings and maximize your income
  • structure your investment portfolio (including investing in shares and property) and manage risk
  • make the most of your superannuation
  • plan your income for retirement
  • protect your wealth through estate planning.

It's never too soon (or too late) to plan your financial future and this book will show you how!

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Product Details

  • ISBN-13: 9781742468273
  • Publisher: Wiley
  • Publication date: 3/22/2011
  • Edition number: 1
  • Pages: 320
  • Product dimensions: 6.00 (w) x 9.00 (h) x 0.90 (d)

Meet the Author

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.

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Table of Contents

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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