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 ?

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