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Financial Planner Worst nightmare or absolute necessity There is nothing worse than receiving strategic wealth advice from a financial planner when you're not educated and well informed. Advice is results driven, not product driven Your wealth creation strategist should not have any ownership links with any product providers. This is an important factor in obtaining objective advice and appropriate strategies and solutions. Your wealth creation strategist is a qualified financial planner and holds an Australian Financial Services Licence regulated by ASIC.A financial planner must be skilled in assisting clients with complex financial planning issues. An advisory team is best. One that has a Wealth Strategist and a Wealth Analyst, ensuring there is always someone readily available. You also want a company that offers regular 'wealth coaching' sessions with their advisers to discuss future direction and to support you through important personal financial decisions. "You make a living by what you earn, and a life by what you give." Helping others through your activities creates abundance for many.Your wealth creation strategist will help you at all levels to set up your own Prescribed Private Fund, Private Foundation, Scholarship Fund, and other charitable trusts. It means that your legacy can have an immediate and lasting impact for the causes and people that matter most to you.These structures provide you with significant tax benefits. Since the year 2000, Australia has experienced unprecedented growth in private philanthropy. This has been the result of continued economic prosperity, as well as changes to the tax system which have provided incentives to giving. Australia actually has a rich history of philanthropy and, as the Asian Tsunami and other disaster appeals have shown, Australians are generous donors. To be effective, though, philanthropy requires a strategic approach and many are unaware of the practical options available to make effective contributions. Self Managed Superannuation Fund A Self Managed Superannuation Fund or DIY Superannuation is by far the most flexible, controlled, and most tax-effective vehicle to provide lump-sums or income streams to individuals and their families.For most Australians, more than half of your accumulated wealth will be tied up in super funds. At a minimum, a mandatory 9% of your lifetime income will be transferred into super. Don't ignore your super - the super strategies you take advantage of today will have a significant impact on your future lifestyle. Control, flexibility, tax-minimisation, enhanced returns Investment & Tax Planning - tax can be effectively reduced through the targeted selection of investments. (eg. fully franked shares).Ultimate Investment Control - your SMSF can invest in direct shares, direct property, managed funds, and other assets. Investment Leverage - through the selection of specified products your SMSF can leverage your investment exposure. Wealth Protection & Distribution - as a trustee and member of your fund you have greater flexibility & control over how distributions are made (eg. Estate Planning), and can provide insurance benefits to fund members. Lower Costs - in some circumstances the running costs of your SMSF will be lower than your alternative retail fund. You require a market leader in the provision of advice, administration services, and investment management within Self Managed Super. If you are an individual investor looking to establish a SMSF, or need assistance with the management of an existing SMSF, please fill in the form below and a senior wealth strategist will be in touch with you. You need to work with advisers that have an extreme passion for generational wealth planning, that will working with you to become a better investor and manager of your wealth. You want a Wealth Strategist that as a financial planner, is already a successful investor in their own right, with expertise in effective tax structures, self managed super, shares, and property investing. Go To - EMOTIONAL GUIDANCE SYSTEM Return to - GOAL SETTING Return to - VAULT Home Page Goal Setting Financial Planner Vault How to Set Goals Vision Board Affilrmations Tips On Budgeting Debt Reduction Leveraging Law Of Attraction Health Healthy Products Service Pros Our Planet Emotional Guidance System Stress TM Risk About MeNaturally Attract Abundance!
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