Free Financial Planning E-books
Our expert financial planners and financial advisors have written the following free Ebooks on popular topics such as investing, financial planning for women, tax minimisation, divorce, transition to retirement superannuation, inheritance and much more. We hope that you find the information interesting and informative.
For more information about how our expert financial planners can help you, arrange your free first appointment with one of our expert financial planners in the Sydney CBD or give us a call on 02 8238 0888.
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Planning or expecting a baby? Download out free ebook to help you get your finances on track.
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This ebook explains the basics about buying property using your superannuation funds for retirement. It explains things to consider when thinking about whether it might be right for you.
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This ebook is a guide to managing family inheritance and lump sum winnings such as lotto. It explains tax implications such as capital gains tax as well as how to make a long term difference to your wealth with investing
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Divorce and relationship breakdowns can be stressful emotionally and financially. This ebook is a guide to getting regaining your financial independence.
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Did you know that you may be able to access your super without having to retire? This ebook explains the basics of TTR, and how it can make a real difference to your financial position in the long run.
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Choosing the right financial planner can be difficult. This free ebook helps guide you in what to look for when searching for a financial planner.
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Getting married is one of the most important events in your life. Financial matters are one of the leading causes of stress and divorce in Australia. In this Ebook we show you how to manage your affairs.
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Whether you're single or with a parter, a career woman or a full-time mum, young or mature, it's vitally important that you take charge of your financial future. This Ebook can show you were to start.
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An introduction to the basic concepts of investing. Find out about the different asset classes: shares, property etc, as well as investment tools like margin lending, and concepts such as diversification
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No one likes paying too much to the tax man. Here are some great strategies to help reduce your tax.
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Superannuation in the fast lane. Are you eligible for a bonus of up to $1,000 from the ATO?
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Financial Spectrum is a Principal Member
of the Financial Planning Association
of Australia (FPA)