Smart Money Strategy: Your Ultimate Guide to Financial Planning (Paperback)

Acknowledgements ix

About the Author xi

How to Use This Book xiii

Introduction ix

Part I: The Foundations 1

1 Five Truths about Money 3

2 Your Adult Financial Life Starts and Ends with ‘Why?’ 13

3 Setting Strong Foundations 19

Part II: Strategy Stacking 35

4 Understanding the Strategy Stacking Philosophy 37

5 Strategy Stacking around Significant Life Events 53

6 Getting Started: Assessing Your Starting Position 61

7 Making a Plan: The Strategy Stacking Calendar 81

8 Strategy Stacking Scenarios 85

Part III: The Strategies 119

9 The Framing Strategies 121

10 The Investment Strategies 143

11 The Superannuation Strategies 191

12 The Retirement Strategies 245

13 The Wealth Protection Strategies 291

14 The Estate Planning Strategies 321

Part IV: Putting Your Financial Plan into Action 339

15 Why Seek Personal Financial Advice? 341

16 What to Expect from the Financial Planning Process 349

Endings and New Beginnings 359

Index 363