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 Out of date insurance policy definitions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:
 
Chapter 9. Start a regular savings plan.

Many people procrastinate starting a savings plan.  I am sure that most people agree that it is easier to save $100 per week, than to find a lump sum of $5,200 after 1 year.

 

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