Xlr8 presentation k_akers_aug 2011 v3 abridged [compatibility mode]
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Transcript of Xlr8 presentation k_akers_aug 2011 v3 abridged [compatibility mode]
The Simple StepsThis is an abridged version of a presentation by
These services are provided through Authorised Representatives of Professional Investment Services Pty Ltd AFSL no. 234951 ABN 11 074 608 558
This is an abridged version of a presentation by Kaitlyn Akers, General Manager of Holman McGregor Financial Services for XLR8 Results.
For more information please contact Holman McGregor Financial Serivces on 07 5430 7610
Everything in this presentation is GENERAL ADVICE
Some of these ideas may not suit your own circumstances
This presentation provides an overview only, it is not exhaustiveonly, it is not exhaustive
You should seek advice that is particular to your own circumstances
NesteggNestegg
3 types of assetsFamily Home
Holiday House
Cars, boats, toys
LifestyleLifestyleLifestyleLifestyle
Property (long term)
NesteggNestegg(passive)(passive)
Shares (long term)
Other passive investments
ActiveActiveBusinesses – all
Property (development / reno)
Shares (trade /spec)
Life values and focus
Key values / focus
Is my goal important?
Yes
Yes
Can I get help?
Can I outsource /
delegate my activity?
Yes
Yes
No
No
No
No
Health
Relationships
Wealth
Do I have enough time?
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
?
No
No
No
Yes
No
No
?
No
No
Wealth
Spirituality
Career / Business
Contribution
Enjoyment / fun
Hobbies / sport
Simple steps to wealth
1. Spend less than you earn
2. Invest the difference in good quality growth assets2. Invest the difference in good quality growth assets
3. Own your own home
4. Manage your borrowings wisely
5. Own an investment property
6. Smart Super strategies
7. Build a professionally managed share portfolio
8. Protect your family
The planning process
Planning – the big picture
4 keys to a successful wealth management plan
2. Smart StrategiesMinimise taxMake effective use of cashflows
1. SimpleKeep it simple
Based on sound principlesProven outcomes
4. Start Do it now
Overcome use of cashflowsMake the most of your superannuation
3. Structured Systematic Approach
Doesn’t rely on you
Overcome reasons for failure
TAKE ACTION
Investing & creating wealth is very simple in theory, but is it easy?
If less than 10% achieve it – obviously notIf less than 10% achieve it – obviously notRemember the reasons why.
3 Big Ones belief, procrastination and lack of action
How many ways do you need ?
One stop shop for Accounting, Financial Planning and Personal Insurance
Offices in Noosa & MaroochydoreOffices in Noosa & Maroochydore
Sunshine Coast Business Excellence Awards Winner Professional Services 2006 & 2007
Highly Commended 2005 & 2008
BRW Top 50 Places to work (no. 26)
Financial Planner of the Year, 2010 – Professional Investment Services.