
Smart Money Strategy
Your Ultimate Guide to Financial Planning
L Smith(Author)
Wiley-Blackwell (Publisher)
1st Edition
Published on 12. March 2023
Book
Paperback/Softback
304 pages
978-1-394-17694-6 (ISBN)
Description
Be your own financial planner and create a winning strategy to achieve your money goals
Do you want to learn and apply the strategies that experts use to grow and protect wealth? In Smart Money Strategy, popular financial planner Luke Smith comprehensively reveals the principles, methods and tactics that real financial planners use with their clients. Every person's-and every family's-financial journey is different. There's no silver bullet or one-size-fits-all approach. But there are financial strategies that can be applied, no matter what stage you're at in life, to get your money working harder for you with less stress.
Smart Money Strategy will help you to define your priorities and create a personalised, actionable plan to achieve your goals. You'll learn effective strategies to manage your income, reduce your debts, and maximise your investment, superannuation and retirement outcomes. Even better, you'll learn how different strategies can be stacked together for maximum benefit. In other words, you'll learn how you can stack the financial odds in your favour!
You'll discover:
The basics: 5 truths about money and the 5 foundations you need to get started
The actual strategies used by financial planners when it comes to cash flow, risk assessment, investing, protecting wealth, retirement, and estate planning
How smart planning can minimise fees and taxes on your investments
How to combine your money strategies and put together your own detailed financial plan
From adopting a money mindset to protecting your assets, with Smart Money Strategy you'll uncover the secrets to achieving your financial goals. Whether you want a hands-on DIY approach, or you're looking for the essentials you need to talk more confidently with your own financial planner, this book will help you create a tailored plan for growing your wealth.
Do you want to learn and apply the strategies that experts use to grow and protect wealth? In Smart Money Strategy, popular financial planner Luke Smith comprehensively reveals the principles, methods and tactics that real financial planners use with their clients. Every person's-and every family's-financial journey is different. There's no silver bullet or one-size-fits-all approach. But there are financial strategies that can be applied, no matter what stage you're at in life, to get your money working harder for you with less stress.
Smart Money Strategy will help you to define your priorities and create a personalised, actionable plan to achieve your goals. You'll learn effective strategies to manage your income, reduce your debts, and maximise your investment, superannuation and retirement outcomes. Even better, you'll learn how different strategies can be stacked together for maximum benefit. In other words, you'll learn how you can stack the financial odds in your favour!
You'll discover:
The basics: 5 truths about money and the 5 foundations you need to get started
The actual strategies used by financial planners when it comes to cash flow, risk assessment, investing, protecting wealth, retirement, and estate planning
How smart planning can minimise fees and taxes on your investments
How to combine your money strategies and put together your own detailed financial plan
From adopting a money mindset to protecting your assets, with Smart Money Strategy you'll uncover the secrets to achieving your financial goals. Whether you want a hands-on DIY approach, or you're looking for the essentials you need to talk more confidently with your own financial planner, this book will help you create a tailored plan for growing your wealth.
More details
Language
English
Place of publication
United States
Publishing group
John Wiley & Sons Inc
Target group
Professional and scholarly
Dimensions
Height: 228 mm
Width: 151 mm
Thickness: 24 mm
Weight
568 gr
ISBN-13
978-1-394-17694-6 (9781394176946)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Other editions
Additional editions

E-Book
03/2023
1st Edition
Wiley
€16.99
Available for download

E-Book
03/2023
1st Edition
Wiley
€16.99
Available for download