Financial Disclaimer
The information provided in this course is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice.
Dave The Money Dad is not a licensed financial adviser. While every effort has been made to ensure the accuracy and reliability of the content, your financial decisions are your own, and you should consider seeking advice from a qualified professional tailored to your personal circumstances. By participating in this course, you acknowledge that any actions you take are at your own risk and responsibility.
We’re here to empower you with knowledge — not to replace your accountant, financial adviser, nor lawyer.
Frequently Asked Questions
How can I create a personalized investment plan for my future?
I will assist you define your goals and then the types of options you will have available. You will need to determine the option best for yourself or seek professional assistance from a Financial Planner for specific products.
How can I reduce my tax liabilities while maximizing savings?
Absolutely. Whilst paying tax is a sign of making money, there are options to minimise the tax liability. I will assist in help to understand the common concepts of, income, short and long term capital gains, and negative gearing. You may need to seek professional assistance from a tax accountant for specific scenarios
How can I align my investments with my financial goals?
I can help you understand what types of investments there are, and their benefits and limitations. This will allow to make your own choice, or ask better questions to the legally qualified people allowed to advise you
What retirement plan suits my financial situation best?
In the Saving “accumulation” phase, not many things will be better than superannuation. Save as much as appropriate for your needs and your money tree will grow nicely.
What is the best approach to managing and preserving my wealth?
Time ! Oh the magic of time.
Invest in low fee and high return assets, and leave it alone. Don't chop and change.
How do I differ from a Financial Planner and a Tax Accountant?
I will be able to educate you to understand the foundational financial knowledge. This will allow to make your own choice, or ask better questions to the legally qualified people allowed to advise you
I can share experiences for you to watch out for, but I cant recommend specific products nor give personalised tax advice.
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