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CASH FLOW FINAL AT 17TH FEB

Draft copy to work on
by

Claire Waring

on 9 March 2010

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Transcript of CASH FLOW FINAL AT 17TH FEB

Information Sessions The Personal Cash Flow Programme Superannuation - maximising
your benefits in retirement Investing, property, shares
where do I begin? Improving your financial position
while minimising your tax The benefits of salary
packaging and Insurance What does this achieve? Who is this
programme for? How does
it work? How much? Who has had success? Cash Tracker Awareness of spending Meeting Notes and Challenges Levels out any lumpy bills Captures surplus income Pinpoints overspending Good income - where did it go?
Increasing levels of debt The manual $5000 Clients A - Renovation recovery Client B - The Big Spender Clients C - Sleepless Nights Helping everyday people make good financial decisions $6,000 in 8 months Within 6 months the client is
now saving $4,000 per month! Stressed and in Debt - now laid back and in CONTROL! your investing versus your education Why do we think
it is important? Planners Step missed before investing The forgotten basics - paying off your house Interest saved and interest earned Why a Programme? Spending Account Dinner for Mum $100.00 1/1/2010 Short Grocery Money 5/1/2010 $200.00
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