BE YOUR OWN FINANCIAL PLANNER AND CREATE A WINNING STRATEGY TO ACHIEVE
YOUR MONEY GOALS Do you want to learn and apply the strategies that
experts use to grow and protect wealth? In _Smart Money Strategy_,
popular financial planner Luke Smith comprehensively reveals the
principles, methods and tactics that real financial planners use with
their clients. 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 you’re at in life, to get your money working
harder for you with less stress. _Smart Money Strategy_ will help you
to define your priorities and create a personalised, actionable plan
to achieve your goals. You’ll learn effective strategies to manage
your income, reduce your debts, and maximise your investment,
superannuation and retirement outcomes. Even better, you’ll learn
how different strategies can be stacked together for maximum benefit.
In other words, you’ll learn how you can stack the financial odds in
your favour! You’ll discover:
* The basics: 5 truths about money and the 5 foundations you need to
get started
* The actual strategies used by financial planners when it comes to
cash flow, risk assessment, investing, protecting wealth, retirement,
and estate planning
* How smart planning can minimise fees and taxes on your investments
* How to combine your money strategies and put together your own
detailed financial plan
From adopting a money mindset to protecting your assets, with _Smart
Money Strategy_ you’ll uncover the secrets to achieving your
financial goals. Whether you want a hands-on DIY approach, or you’re
looking for the essentials you need to talk more confidently with your
own financial planner, this book will help you create a tailored plan
for growing your wealth.
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Your Ultimate Guide to Financial Planning
Produktdetaljer
ISBN
9781394176953
Publisert
2023
Utgave
1. utgave
Utgiver
Wiley Professional Development (P&T)
Språk
Product language
Engelsk
Format
Product format
Digital bok
Forfatter