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Welcome to Money Mechanics
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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