The One Page Financial Plan: Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation

The One Page Financial Plan: Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation

Language: English

Pages: 344

ISBN: 1118588495

Format: PDF / Kindle (mobi) / ePub

The One Page Financial Plan: Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation

Language: English

Pages: 344

ISBN: 1118588495

Format: PDF / Kindle (mobi) / ePub


Managing your money and creating wealth has never been so easy with this simple, effective financial planning guide

In The One Page Financial Plan, CEO and financial advisor Sam Henderson gives you a straightforward process for tailoring a financial plan that meets all your goals and needs. In fact, everything you need to comprehensively manage your money and create wealth can fit on one page.

A comprehensive, step-by-step handbook for getting the most out of your money, The One Page Financial Plan is the perfect tool for managing your assets effectively, whether you're a young person just starting out, or an experienced professional preparing for retirement. You'll learn to manage your money, navigate tax laws, plan for the future, and much more—all in the easiest manner you can imagine.

  • Offers simple, straightforward financial planning advice appropriate for anyone at any age
  • Written by Sam Henderson, CEO and Senior Financial Adviser at Henderson Maxwell
  • Includes the latest advice on money management and wealth creation

Whether you're 26 or 62, you shouldn’t wait to take care of your money and plan for the future. The One Page Financial Plan makes taking control of finances as easy as one, two, three.

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into super (non-concessional contribution) then the government will put an additional 50 cents for each dollar (up to $500) into your super fund shortly after you submit your tax return. It’s money for nothing, and where else are you going to receive a 50 per cent guaranteed return? The co-contribution originally offered $1000 for your $1000 after-tax super contribution but it was reduced to $500 in 2012. However, 2012 also saw the introduction of a super tax rebate for those people earning

• RPdata (www.rpdata.com.au) • Australian Property Monitors (www.apm.com.au). Magazines • Money magazine (www.finance.ninemsn.com.au/money-mag) • Smart Investor (www.afrsmartinvestor.com.au) • Australian Property Investor (www.apimagazine.com.au) • Your Investment Property (www.yourinvestmentpropertymag.com.au) • Wealth Creator (www.wealthcreator.com.au). Working with professional advisers Many professionals also provide an array of different services to help clients like you —

personal financial revolution 1: Taking the first steps 2: Increase your income and make the most of your salary 3: Legally reduce your tax 4: Asset classes and portfolio construction 5: Property investment is easy 6: Shares for intelligent investors 7: Boost your super and reduce your tax 8: Self managed super funds (SMSFs) 9: Borrowing money to make money 10: Risk management and insurance 11: Centrelink and social security 12: Aged care 13: Estate planning 14: Twelve strategies to

income (C) is your total income (A) minus any allowable deductions (B). Simply subtract your deductions from your total income. Partner 1 (A) $_____________ − (B) $______________ = (C) $_______________ Partner 2 (if appropriate) (A) $_____________ − (B) $______________ = (C) $_______________ What is your tax rate and amount? Tax is calculated on a sliding scale: the more you earn, the higher proportion of tax you will pay. In the 2012–13 tax year, for example, if you earn $50 000 per annum,

week. He is the author of the best-selling books; Financial Planning DIY Guide (2011) and SMSF DIY Guide (2012) published by John Wiley & Sons. Since publication, Sam’s books have consistently been listed in the top 100 business book sales in the Nielsen Bookscan listings. Sam regularly contributes to a host of print media including Money magazine, Optus Insights, The Australian Financial Review, Independent Financial Adviser Magazine and Asset Magazine and is a regular keynote speaker for the

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