Wealth with Purpose
eBook - ePub

Wealth with Purpose

A common sense guide to wealth, investing and an inspiring life

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Wealth with Purpose

A common sense guide to wealth, investing and an inspiring life

About this book

David Andrew is working to change our attitudes to the way we deal with money. He believes the financial industry is having the wrong conversation with the investing public. By changing the focus from product, price and performance to values, goals, planning and outcomes, he believes investors will get better results and will also be more inspired and fulfilled. In the end, real success comes from having Clarity around what you want to achieve, from getting the right Insights so that you can make smarter decisions, and having a Partnership with the right advisers at the right times to help deal with the challenges we are all faced with as we progress through life.

Almost 20 years ago he founded one of Australia’s first independently owned, fee-based wealth management firms at a time when almost all advisers worked for sales commissions. Wealth with Purpose shares the insights gained from helping hundreds of successful people grow, protect and share their wealth, and underpins his unshakeable belief that dealing with our money differently can help us live a live happier, more fulfilled lives.

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Yes, you can access Wealth with Purpose by David L Andrew in PDF and/or ePUB format, as well as other popular books in Business & Wealth Management. We have over one million books available in our catalogue for you to explore.

Information

Table of contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Dedication
  5. Acknowledgements
  6. Contents
  7. Introduction
  8. 1.The Challenges We Face
  9. 2.The Solution
  10. 3.Taking Control
  11. 4.Clear Purpose Matters
  12. 5.Your Values Drive Your Decisions
  13. 6.Creating Inspiring Goals
  14. 7.Creating a Strategic Plan
  15. 8.Making a Start
  16. 9.Planning Considerations
  17. 10.The Most Common Question: How Much is Enough?
  18. 11.Lifetime Cash Flow Modelling
  19. 12.Dealing With a Liquidity Event
  20. 13.Monitoring Progress
  21. 14.Getting the Investment Returns You Deserve
  22. 15.Dimensions of Risk and Return Worth Targeting
  23. 16.Risk and Asset Allocation
  24. 17.Building Your Investment Portfolio
  25. 18.Investor Discipline
  26. 19.Maintaining your Portfolio
  27. 20.What is a Legacy?
  28. 21.Managing Life’s Risks
  29. 22.Creating an Estate Plan
  30. 23.Giving Plan
  31. 24.Creating Family Harmony
  32. 25.Working with a Financial Professional
  33. 26. Finding the Right Adviser
  34. 27.So What Next?
  35. Table of Figures
  36. References
  37. About the Author