Overview

Money allows us to realise our ambitions and live life on our own terms. While too little can make life a struggle, even a lot can be detrimental if it’s not invested wisely. If you want to be in the best position to achieve your financial goals, you need a trusted financial advisor. This book is the trusted financial advisor in your pocket. It will help you put your finances into perspective and explains how to make your money work for you, so you can realise your goals and live life the way you want to. Read The Tao of Wealth and Prosperity to: • Find out how to prioritise your expenditure and manage a budget to enjoy your current lifestyle • Discover how to make prudent financial decisions by establishing financial and lifestyle goals • Learn how to structure your personal insurances to protect your family, welfare and livelihood • Understand the principles of investing, so that you can profit from periods of economic growth while protecting your investments during economic downturns • Become aware of ways to minimise tax and grow your superannuation balance to make the most of retirement

Full Product Details

Author:   Alex Galvin
Publisher:   Rethink Press
Imprint:   Rethink Press
Dimensions:   Width: 14.00cm , Height: 1.00cm , Length: 21.60cm
Weight:   0.227kg
ISBN:  

9781781335154

ISBN 10:   178133515
Pages:   222
Publication Date:   06 March 2021
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Active
Availability:   In Print  
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Table of Contents

Introduction PART ONE Fundamentals 1 The Role Of A Trusted Advisor Responsibilities of a financial advisor Transformation of the financial industry What to look for in a financial advisor The 5Cs of financial planning The Tao of financial advice Summary 2 Operating A Budget The apple doesn’t fall far from the tree Three pots The Six Guardians of the Galaxy The Tao of budgeting Summary 3 Insurance And Estate Planning The clarity of a Navy diver The importance of insurance and insurance advice Kinds of insurance Insurance and the role of your advisor Business insurance Planning your estate The Tao of insurance and estate planning Summary PART TWO Superannuation 4 Understanding Super What is superannuation? How much will you need in retirement? Investing in your super fund Planning for retirement In retirement The Tao of superannuation Summary 5 Choosing Your Superannuation Fund Super FIT Self-managed superannuation funds The Tao of choosing a super fund Summary PART THREE Tax And Debt 6 The Taxman And The Publican The role of your financial advisor Does it pass the pub test? Kinds of tax Ways to own assets The Tao of tax Summary 7 Managing Debt And The Cost Of A Household Using debt wisely Debt and the theory of relativity Debt recycling The Tao of debt Summary PART FOUR Assets, Capital And The Market 8 Focus On Capital Risk vs reward Defensive assets Growth assets Alternative assets The Tao of capital Summary 9 The Market Predicting the market Are markets rational? Three buckets The Tao of the market Summary Conclusion Acknowledgements The Author

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Author Information

Alex Galvin is Founder and Principal Advisor at Equanimity Financial Services. He has worked at some of Australia’s leading financial advice firms and obtained a Certified Financial Planning designation (the highest award in the industry). He has a BA in commerce-marketing and an MA in financial planning, and is licensed to provide advice on self-managed superannuation funds. Find out more at: www.equanimityfs.com.au

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