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Unlocking the secrets of financial success
How to make money and keep it is an easy to read book, loaded with colour diagrams and illustrations. It covers everything you need to know to become wealthy.

This book will help you:

establish and prioritize financial goals

establish a savings habit

understand the magic of compound interest

understand how diversification reduces investment risk

use risk management and family trusts to protect your assets

understand investment markets and the managed funds industry

build a balanced portfolio of investments

use fee-based financial planners as advisers

focus on strategies rather than products...

Part One:Learn the Secrets
Chapter One Establish goals
Chapter Two Pay yourself
Chapter Three The power of time
Chapter Four Diversify your investments to reduce risk
Chapter Five Wise use of credit
Chapter Six Protect your future
Chapter Seven Seek professional advice

Part Two: The Success Triangle
Chapter 8 Risk management
Chapter 9 There are no pockets in a shroud
Chapter 10 Your cash cushion
Chapter 11 Income-producing investments
Chapter 12 Property ownership: an investment and a dream
Chapter 13 Your access to business wealth
Chapter 14 Exotic investments

Part Three: Efficient Investing and Some Additional
Financial Planning Issues
Chapter 15 Managed funds
Chapter 16 Tax planning in New Zealand
Chapter 17 We all need a plan for retirement
Chapter 18 How will my income be paid in retirement?
Chapter 19 Managing the dormant equity in your home
Chapter 20 Can you become a millionaire? Yes, you can!

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  • Seller location: North Shore, Auckland, NZ

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