Free Financial Planning Ebooks

Financial Spectrum Financial Planners Sydney

Free financial planning ebooks on a range of financial topics such as investing, tax, transition to retirement, superannuation and more. Free introductory ebook information aimed at helping Australians to better understand the basics of financial planning issues. These books have been written by our Sydney financial planners.

For more information about how our financial advisers can help you, arrange your free meeting with a Sydney financial adviser or give us a call on 02 8238 0888

Buying Your First Investment Property Ebook

Interested in buying your first investment property? This free Ebook gives you tips from our financial planners about the steps you need to take to purchase your first investment property.

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Financial Planning for Expats Returning to Australia Ebook

Returning home to Australia after living and working overseas? This free Ebook gives you tips from our financial planners about how to manage the transfer of your finances and re-establishing yourself at home.

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Same Sex Couples Financial Planning Ebook

The Same Sex Reforms have brought about a shift in the rights of gay and lesbian couples but are you aware of what you need to do to ensure your finances are in order? This Free ebook can help.

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Transition to Retirement Ebook

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 a Financial Adviser Ebook

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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Migrating to Australia Ebook

Migrating to Australia? Learn how to move financially too with tips on pensions, superannuation, assets and more in this free financial planning ebook.

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Financial Planning for Baby Ebook

Planning or expecting a baby? Download out free ebook to help you get your finances on track.

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Buy Property in Superannuation Ebook

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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Managing Inheritance and Windfalls Ebook

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 Separation Ebook

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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Financial Planning for Newlyweds Ebook

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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Financial Planning for Women Ebook

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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Investing - The Basics Ebook

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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Reduce Your Tax Ebook

No one likes paying too much to the tax man. Here are some great strategies to help reduce your tax.

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Financial Spectrum is a Principal Member
of the Financial Planning Association
of Australia (FPA)

Financial Planning associate of australia principal member