Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life

Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life

by David L Andrew


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David Andrew is working to change our attitudes to the way we deal with money. He believes the financial industry is having the wrong conversation with the investing public. By changing the focus from product, price and performance to values, goals, planning and outcomes, he believes investors will get better results and will also be more inspired and fulfilled. In the end, real success comes from having Clarity around what you want to achieve, from getting the right Insights so that you can make smarter decisions, and having a Partnership with the right advisers at the right times to help deal with the challenges we are all faced with as we progress through life.

Almost 20 years ago he founded one of Australia’s first independently owned, fee-based wealth management firms at a time when almost all advisers worked for sales commissions. Wealth with Purpose shares the insights gained from helping hundreds of successful people grow, protect and share their wealth, and underpins his unshakeable belief that dealing with our money differently can help us live a live happier, more fulfilled lives.

Product Details

ISBN-13: 9780987095060
Publisher: Capital Partners
Publication date: 07/18/2016
Pages: 264
Product dimensions: 6.00(w) x 9.00(h) x 0.55(d)

Table of Contents

Introduction 13
1. The Challenges we Face 17
2. The Solution 23
3. Taking Control 29
4. Clear Purpose Matters 35
5. Your Values Drive Your Decisions 45
6. Creating Inspiring Goals 53
7. Creating a Strategic Plan 73
8. Making a Start 79
9. Planning Considerations 85
10. The Most Common Question: How Much is Enough? 99
11. Lifetime Cash Flow Modelling 103
12. Dealing With a Liquidity Event 111
13. Monitoring Progress 117
14. Getting the Investment Returns You Deserve 125
15. Dimensions of Risk and Return Worth Targeting 139
16. Risk and Asset Allocation 153
17. Building Your Investment Portfolio 163
18. Investor Discipline 171
19. Maintaining your Portfolio 179
20. What is a Legacy? 187
21. Managing Life's Risks 191
22. Creating an Estate Plan 201
23. Giving Plan 213
24. Creating Family Harmony 223
25. Working with a Financial Professional 229
26. Finding the Right Adviser 237
27. So What Next? 247
Table of Figures 251
References 255
About the Author 263

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