
Wealth with Purpose
A common sense guide to wealth, investing and an inspiring life
- English
- ePUB (mobile friendly)
- Available on iOS & Android
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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Information
Table of contents
- Cover
- Title Page
- Copyright Page
- Dedication
- Acknowledgements
- Contents
- Introduction
- 1.The Challenges We Face
- 2.The Solution
- 3.Taking Control
- 4.Clear Purpose Matters
- 5.Your Values Drive Your Decisions
- 6.Creating Inspiring Goals
- 7.Creating a Strategic Plan
- 8.Making a Start
- 9.Planning Considerations
- 10.The Most Common Question: How Much is Enough?
- 11.Lifetime Cash Flow Modelling
- 12.Dealing With a Liquidity Event
- 13.Monitoring Progress
- 14.Getting the Investment Returns You Deserve
- 15.Dimensions of Risk and Return Worth Targeting
- 16.Risk and Asset Allocation
- 17.Building Your Investment Portfolio
- 18.Investor Discipline
- 19.Maintaining your Portfolio
- 20.What is a Legacy?
- 21.Managing Life’s Risks
- 22.Creating an Estate Plan
- 23.Giving Plan
- 24.Creating Family Harmony
- 25.Working with a Financial Professional
- 26. Finding the Right Adviser
- 27.So What Next?
- Table of Figures
- References
- About the Author