Get to Know Yourself and your Partner
Do you have money Baggage?
Maybe you have inherited money attitudes from your parents or your grandparents. Maybe something like;
The Stock market is just gambling!
Property is the only sure way to make money!
Dont trust the Banks. Keep it all in cash at home!
We are never destined to be rich!
Do you and your partner
fight about Money?
Is one person a saver and the other spender?
Money is there to be spent…. right?
On the other hand, how do we get ahead?
Do you know the difference between being rich and being Wealthy?
Now is the time to take action to move forward. I would be excited to help you to live your most rewarding life.
Make money work hard AND enjoy it too.
After all, you worked so very hard for it.
The Money Dad can teach you, what schools don't.
Plant Your Money Tree
and use The Magic of Time
Growth of $2/Day Invested Monthly
Did you know you can turn $2 per day into $500,00 or even $1,000,000? It can with the right investment and the passage of time.
Growth of $10,000 Invested At Birth
Imagine being gifted $10,000 at birth. With that Invested, it can also become $500,00 or even $1,000,000.
Patience is the magic ingredient.
Both options can make a great contribution your retirement fund with virtually no effort! Monitor its growth over time at various return rates or return.
Different investment options have different risk profiles. I can help you understand the options, the risks the benefits and disadvantages for you to chose what is right for you.
As they say in the classics, the two best times to start investing is long time ago and now. The longer the wait to start investing, the less that can be achieve.
Time to take action - now!
The Money Dad can teach you what schools don't.
NOTE: Compound interest can be a double edge sword. Growing Wealth or Spiralling Debt.That forecast is with no top ups?
How Do You Reward Yourself
We each have different needs
to feel rewarded or to feel rich.
Could it be one of more of the following
Convenience - We are willing to invest in;
a housekeeper
a tradesperson
a dog walker
Travel - Something special to relax and recover
Business Class travel if over 4 hours
Luxury hotels or resorts
Backpackers experience
Clothes - Do like to dress in style and feel good?
Only the best brands
Something more rugged and durable
The best shoes or watches
Food - We appreciate quality dining over "just" a meal
5 Star dining
Quality of ingredients
Experience different cuisines
Experiences -
Helicopter or Air Balloon
Spa or Massage treatment
The Money Dad can teach you what schools don't.
Which Lifestage Are You In?
Which Lifestage are you and
are your preparing for the future ones?
Student - scrimping and saving to survive the college or university period
Parties
Socialising
First Job - Enjoying your first financial freedom
Is your focus more experience oriented?
travel the world, weekly catch up with friendsMusic festivals
Family - Meet the love of your life?
Special events
Buying a house
Considering children
Planning for retirement - Start Dreaming Now
No matter what stage this is essential.
Preparing gets harder the longer you wait.
How do you want to live?
In Retirement - Woohoo.
Enjoying time your own time
Live your financial plan
Is your life, YOUR CHOICE or just a default?
It is time to take action.
The Money Dad can teach you what schools don't.
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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