Managing your money and creating wealth has never been so easy with this simple, effective financial planning guide.
In The One Page Financial Plan, CEO and financial advisor Sam Henderson gives you a straightforward process for tailoring a financial plan that meets all your goals and needs. In fact, everything you need to comprehensively manage your money and create wealth can fit on one page.
A comprehensive, step-by-step handbook for getting the most out of your money, The One Page Financial Plan is the perfect tool for managing your assets effectively, whether you're a young person just starting out, or an experienced professional preparing for retirement. You'll learn to manage your money, navigate tax laws, plan for the future, and much more—all in the easiest manner you can imagine.
Offers simple, straightforward financial planning advice appropriate for anyone at any age
Written by Sam Henderson, CEO and Senior Financial Adviser at Henderson Maxwell
Includes the latest advice on money management and wealth creation
Whether you're 26 or 62, you shouldn’t wait to take care of your money and plan for the future. The One Page Financial Plan
makes taking control of finances as easy as one, two, three.
About the Author
Sam Henderson is CEO and Senior Financial Adviser at Henderson Maxwell, a multi award winning, independently owned financial advisory firm with clients across Australia. Sam is the financial expert on Network Ten’s The Project
, and can be seen as the host of Foxtel’s Sky News Business program,Your Money, Your Call
every Friday. Sam contributes to print media including Money
magazine and The Australian Financial Review
, and is a regular keynote speaker for the Australian Securities Exchange (ASX) and at retirement expos around Australia.
You can follow Sam on Twitter @henderson_sam
About the author iv
Introduction: your personal financial revolution v
1 Taking the first steps 1
2 Increase your income and make the most of your salary 23
3 Legally reduce your tax 36
4 Asset classes and portfolio construction 48
5 Property investment is easy 78
6 Shares for intelligent investors 110
7 Boost your super and reduce your tax 137
8 Self managed super funds (SMSFs) 168
9 Borrowing money to make money 184
10 Risk management and insurance 204
11 Centrelink and social security 219
12 Aged care 239
13 Estate planning 253
14 Twelve strategies to instantly boost your wealth 267
15 Completing your one-page financial plan 296
16 Your next steps: advice or DIY? 316