1. The Simple Steps
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
These services are provided through Authorised Representatives of Professional
Investment Services Pty Ltd AFSL no. 234951 ABN 11 074 608 558
2. 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 exhaustive
You should seek advice that is
particular to your own circumstances
3. 3 types of assets
Family Home
Lifestyle Holiday House
Cars, boats, toys
Property (long term)
Nestegg Shares (long term)
(passive) Other passive investments
Businesses – all
Active Property (development / reno)
Shares (trade /spec)
4. Life values and focus
Do I have Can I
Key values / Is my goal enough Can I get outsource /
focus important? time? help? delegate
my activity?
Health Yes No Yes No
Relationships Yes No Yes No
Wealth Yes No Yes Yes
Spirituality Yes No Yes No
Career / Business Yes ? Yes No
Contribution Yes No Yes ?
Enjoyment / fun Yes No Yes No
Hobbies / sport Yes No Yes No
5. Simple steps to wealth
1. Spend less than you earn
2. 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
9. 1. Simple
4 keys to a successful wealth
Keep it simple
management plan principles
Based on sound
Proven outcomes
2. Smart Strategies
4. Start Minimise tax
Do it now Make effective
Overcome use of cashflows
reasons for failure Make the most
TAKE ACTION of your
superannuation
3. Structured
Systematic
Approach
Doesn’t rely
on you
10. Investing & creating wealth is very simple in
theory, but is it easy?
If less than 10% achieve it – obviously not
Remember the reasons why.
3 Big Ones
belief, procrastination and lack of action
How many ways do you need ?
11. One stop shop for Accounting, Financial Planning and
Personal Insurance
Offices 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.