Smart Money Strategy: Your Ultimate Guide to Financial Planning - Softcover

Smith, Luke

Softcover

ISBN 10: 1394176945 ISBN 13: 9781394176946

Publisher: Wiley, 2023

Synopsis

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.

About this title

About the Author

LUKE SMITH is a licensed financial planner and the founder of an award-winning financial planning business based in Canberra. He hosts a weekly program on 2CC Talking Canberra and is host of The Strategy Stacker, a personal finance podcast.

From the Back Cover

DISCOVER WINNING STRATEGIES AND TAKE YOUR MONEY TO THE NEXT LEVEL

Are you ready to take the next step in your personal finance journey? 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 reveals the principles, methods and tactics that expert financial planners use with their clients to achieve results, amplify growth and create peace of mind for the future.

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 to get your money working harder for you, no matter what stage you’re at in life. With Smart Money Strategy you’ll discover how to define your priorities and create a personalised, actionable plan to achieve your goals.

Inside you’ll find strategies for tackling all things money―budgeting, investing, superannuation, estate management, and more. Even better, you’ll discover how these different strategies can be stacked together to meet your specific goals, faster. Learn how to:

• set strong foundations in young adulthood
• understand the basics of personal finance
• implement new behaviours and create a bespoke financial strategy
• maximise your retirement strategy’s efficiency
• protect your wealth against the unexpected.

Whether you want a hands-on DIY approach, or you’d like to talk more confidently with your own financial planner, Smart Money Strategy is your down-to-earth guide to growing your wealth and protecting your financial future.

Edition details

• Publisher: Wiley
• Publication date: 2023
• Language: English
• ISBN 10: 1394176945
• ISBN 13: 9781394176946
• Binding: Paperback
• Edition number: 1
• Number of pages: 400