Ebook

Superannuation

Superannuation

Superannuation, or super as it is more commonly known, is a cornerstone of most people’s personal financial management. Apart from their own home, for many people superannuation comprises their entire personal wealth.

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Risk Insurance

Risk Insurance

If you or someone you love depends on your income, then you need life insurance. But how do you know which type you need, or how much, or how best to pay for that insurance? In this ebook, we examine the life insurance options available to you so that you can make an informed decision about one of the most important purchases you will ever need to make.

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Budgeting

Budgeting

Knowledge is power, and budgets provide powerful knowledge. This ebook gives you a practical, down to earth guide on how to prepare an income and expenditure budget to make sure each year is a good one.

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Intergenerational Financial Planning

Intergenerational Financial Planning

Most of us see our families as a single economic unit. In this ebook, we look at ways that wealth can be created, stored and shared within that economic unit. We place a particular emphasis on homes and how each generation of a family can be assisted to purchase a family home.

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Small Business

Small Business

Often, businesses are the best investments. We regularly recommend clients buy or start businesses, or further develop existing businesses, wherever a client is suited to this by inclination, personality or training. The extra economic benefits, improved tax planning and, hopefully, the CGT free profit on the ultimate sale of the business mean this is an option clients cannot afford to overlook. In this ebook, we look at the business plan, staffing and time management aspects of a successful business.

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Financial Planning for Doctors

Financial Planning for Doctors

Please enjoy reading our new ebook written exclusively for doctors. The economics of medicine mean that doctors, more than any other professionals, need to think differently about their financial management. This book shows you how best to approach finances to maximise not only your financial satisfaction, but your personal and professional satisfaction as well.

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Debt and Debt Management

Debt and Debt Management

Debt and its effective management can make all the difference to your financial wellbeing. Almost nobody can get ahead financially without using some debt – even if it is simply a home mortgage that lets you buy the all-important family home. But not all debt is the same. And just as the right kind of debt can make a huge positive difference to your finances, so the wrong kind of debt can be a true millstone around your neck.

This month, we have published a comprehensive ebook on debt and how to manage it as effectively as possible. The ebook shows you how to get the most out of debt while avoiding the common (and not so common) pitfalls that can trip up unwary borrowers. So please read on, and, as always, feel free to get in touch with us to discuss any aspect of your financial management. We would love to hear from you.

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