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Welcome to Money Mechanics

strategic financial advice

Your Wealth Creation

growing it:

Your Life

Your Back Up Plan

the why: the who, what, where, and when of your life

Protecting it and disposing of it:

What is important to you in life?

What are your dreams and ambitions?

When do you want to achieve things?

  • Short term
  • Medium term
  • Longer term

What is your life legacy?

Ownership and investment structures:

  • Joint tenants
  • Tenants in common
  • Trusts
  • Companies
  • Superannuation
  • Direct investment (property & shares)
  • Managed investments

Gearing strategies

  • Negative gearing
  • Neutral gearing
  • Positive gearing

Dollar cost averaging savings plans

Your Risk Management Planning:

  • Loss of income
  • Loss of assets
  • Loss of health
  • Life insurance
  • Asset insurance
  • Interest rate movements
  • Market volatility
  • Risk profiling and education

Your Estate Planning:

  • Wills
  • Testamentary Trusts
  • Power of attorney
  • Guardianship
  • Life tenancy
  • Binding nominations (superannuation)
  • Asset ownership structures

Your Superannuation

enjoying it:

Your Cash Matters

making it: what you earn and what it costs to be you

How much asset do you need to retire?

  • Superannuation assets
  • Non super assets
  • Contribution limits
  • Preservation rules

Where is your super asset?

  • Defined benefit schemes
  • Industry super funds
  • Semi managed super funds
  • Self managed super funds

Income Streams Strateges

  • Account based pensions
  • Transition to retirement
  • Non-commutable pensions
  • Annuities
  • Defined benefit income stream
  • Lump sum benefits

Other Strategies

  • Reverse mortgages
  • Centrelink

Setup a cash flow framework

Unpack your spending behaviours

Cash flow and Budget Planning

Pre payment and structuring expenses

Salary packaging / sacrificing

Income splitting

Negative gearing

Capital gains / losses management

www.money-mechanics.com.au

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