Ebook - Why you don't need a financial planner
Introduction:
1. Pay your life insurance premiums out of your superannuation.
2. Pay your Permanent and Temporary Disability Insurance premiums with your superannuation funds.
3. Increase your tax return by salary sacrificing.
4. Reduce your superannuation fees.
5. Access government co-contributions.
6. Get more coverage for your life insurance for the same amount.
7. Reduce your insurance premiums.
8. Increase your Income Protection insurance as your income increases.
9. Start a regular savings plan.
10. Access your superannuation and reduce your tax bill (age 55+).
11. Invest tax effectively.
12. Consolidate your debt
13. Consolidate your superannuation funds.
14. Review your superannuation investments.
15. Buy sell insurance – cents for dollars
16. Stepped vs. level insurance premiums
17. Out of date insurance policy definitions
18. First home saver accounts.
19. Buy/Sell Agreements and The Importance of a “Business Will”
20. It is important that employers invest in the employee benefit program offered to staff.
21. Key person protection
22. The insurance risk
About the Author:
In Summary:
 
Introduction:

In the 20 years of my accounting and financial experience, and more particularly in the last 6 years that I have been a licensed financial planner, I have had to answer the same questions time and again. The questions don’t usually change and neither do the answers. So to save time, I have produced this e-book which summarises a number of strategies YOU can implement in YOUR personal circumstances. The information in this e-book is general only, and should not be construed as personal advice. I am only explaining information publicly available.

In this e-book I will present a number of financial strategies and briefly explain the advantages and disadvantages of each. Each strategy can be used independently of other strategies, or simultaneously.

The purpose of this exercise is to demonstrate how YOU can manage your own affairs simply by knowing some of the options available to you.
 

Contact Details:

770 Financial Planners Pty Ltd
Tel 1800 770 607
admin@770financialplanners.com.au
Tower 1, Suite 1402, Level 14
520 Oxford Street
Bondi Junction, NSW 2022
 
        Next
 
 

770 Financial Planners Pty Ltd (ABN 60 133 920 500) is a corporate authorised representative No. 331792 for Synchronised Business Services Pty Ltd (ABN 33 007 207 650) AFS License No. 243313