TOP
紅利積點抵現金,消費購書更貼心
FINANCIAL PLANNING DIY GUIDE:EVERYTHING YOU NEED TO SUCCESSFULLY MANAGE YOUR MONEY AND INVEST FOR WEALTH CREATION
滿額折

FINANCIAL PLANNING DIY GUIDE:EVERYTHING YOU NEED TO SUCCESSFULLY MANAGE YOUR MONEY AND INVEST FOR WEALTH CREATION

商品資訊

定價
:NT$ 1710 元
優惠價
901539
無庫存,下單後進貨(到貨天數約30-45天)
下單可得紅利積點:46 點
商品簡介
作者簡介
目次

商品簡介

Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice.

Inside you'll learn how to:

  • reduce your tax, boost your savings and maximize your income
  • structure your investment portfolio (including investing in shares and property) and manage risk
  • make the most of your superannuation
  • plan your income for retirement
  • protect your wealth through estate planning.

It's never too soon (or too late) to plan your financial future and this book will show you how!

作者簡介

Sam Henderson is CEO and Senior Financial Adviser at Henderson Maxwell, an independently owned, boutique financial planning firm. Sam has a Bachelor of Commerce (Accounting), a Diploma and Advanced Diploma of Financial Services, and an Advanced Diploma of Marketing Management. He is also an accredited mortgage consultant, direct-share specialist and an expert in self managed superannuation funds.

目次

About the author.

Acknowledgements.

Preface.

1 Getting started: financial planning essentials.

2 How to increase your income and make the most of your salary.

3 How to reduce your tax.

4 Five key asset classes and portfolio construction.

5 Residential property investment: investing in property to get off the money-go-round.

6 How to make real money investing in shares.

7 Superannuation: real tax-effective investing.

8 Self managed superannuation funds.

9 Someone else's money and credit.

10 Risk management and insurance.

11 Centrelink and social security.

12 All you need to know about aged care.

13 Estate planning: how to protect your family's wealth.

14 12 strategies to instantly boost your wealth.

15 Your one-page financial plan.

Appendix A: Budget planner.

Appendix B: Your personal risk profile questionnaire.

Appendix C: Stamp duty rates.

Appendix D: Land tax rates.

Appendix E: Five-step aged care checklist worksheet.

Index.

購物須知

外文書商品之書封,為出版社提供之樣本。實際出貨商品,以出版社所提供之現有版本為主。部份書籍,因出版社供應狀況特殊,匯率將依實際狀況做調整。

無庫存之商品,在您完成訂單程序之後,將以空運的方式為你下單調貨。為了縮短等待的時間,建議您將外文書與其他商品分開下單,以獲得最快的取貨速度,平均調貨時間為1~2個月。

為了保護您的權益,「三民網路書店」提供會員七日商品鑑賞期(收到商品為起始日)。

若要辦理退貨,請在商品鑑賞期內寄回,且商品必須是全新狀態與完整包裝(商品、附件、發票、隨貨贈品等)否則恕不接受退貨。

優惠價:90 1539
無庫存,下單後進貨
(到貨天數約30-45天)

暢銷榜

客服中心

收藏

會員專區