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Financial Planning DIY Guide : Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation - Sam Henderson

Financial Planning DIY Guide

Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation


Published: 20th January 2011
RRP $34.95
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From Wrightbooks - the home of personal finance books - comes this completely up-to-date, do-it-yourself guide written by expert financial planner, Sam Henderson. This is the only Australian all-in-one DIY guide to structuring your finances to get the most from your money. It covers everything from income maximisation, investment portfolio structuring (shares, property, leveraging, gearing and so on) and tax and superannuation strategies (including information on self managed superannuation), right through to risk management and income planning for retirement. This guide provides all of the information readers need to create a comprehensive and actionable financial plan.

About the Author

Sam Henderson is the CEO and Senior Financial Adviser at Henderson Maxwell, a fee for service, independently owned, boutique financial planning firm with offices in Sydney and Melbourne that specialises in actively managed accounts (as opposed to managed funds) for clients with more than $500,000 to invest. Henderson Maxwell specialises in direct shares and self managed super funds.

About the author.



1 Getting started: financial planning essentials.

2 How to increase your income and make the most of your salary.

3 How to reduce your tax.

4 Five key asset classes and portfolio construction.

5 Residential property investment: investing in property to get off the money-go-round.

6 How to make real money investing in shares.

7 Superannuation: real tax-effective investing.

8 Self managed superannuation funds.

9 Someone else's money and credit.

10 Risk management and insurance.

11 Centrelink and social security.

12 All you need to know about aged care.

13 Estate planning: how to protect your family's wealth.

14 12 strategies to instantly boost your wealth.

15 Your one-page financial plan.

Appendix A: Budget planner.

Appendix B: Your personal risk profile questionnaire.

Appendix C: Stamp duty rates.

Appendix D: Land tax rates.

Appendix E: Five-step aged care checklist worksheet.


ISBN: 9781742468273
ISBN-10: 1742468276
Audience: General
Format: Paperback
Language: English
Number Of Pages: 320
Published: 20th January 2011
Country of Publication: AU
Dimensions (cm): 23.0 x 15.2  x 1.7
Weight (kg): 0.49
Edition Number: 1