My Money

Having enough money for your wants and needs gives you choice, autonomy and the knowledge that you no longer have to worry about it. Ultimately, My Money aims to help you accumulate enough independent wealth so you only need to work if you choose to.

Most people think that money provides them with security, freedom or prestige, but have only a vague idea how much they need or would like to have eg $10 million in the bank

Dollars of Dignity

One of the tools we use to find out how much money is enough for you is called Dollars of Dignity. By breaking up all the areas of your life that need money and putting a dollar figure on each one, we can see how much you need to fund your desired lifestyle now and in the future.

Through our unique process we not only work out how many Dollars of Dignity you require but put in place a plan of action to accumulate that wealth.

We achieve this by:

• taking into account your propensity to risk;
• structuring your investments in the most tax-efficient manner; and
• minimising your non-deductible debt.

Ask yourself

• When do I think I’ll be financially independent?
• How much of a capital lump sum do I need to be financially independent now and in the future?
• Am I making the most of my current resources to achieve financial independence?

Testimonial

“James, I would like to express my appreciation for the professional manner you and your staff have assisted in planning for my financial future.  The step-by-step method of providing reports and explanations for your process are a credit to you and your staff.  My goal was to become financially secure without having to worry, and I am pleased to see that you have helped me achieve this comfortable position.”
Sam Salerno
Financially Independent Client

• ASX Equity Search Page
• www.investorwrap.com.au
• Macquarie Clientview
• Lonsec

• The Millionaire’s Mind by T.J. Stanley, Ph.D & W.D. Danko, Ph.D
• The Rich Dad, Poor Dad by R.T. Kiyosak with S.L. Lechten C.P.A.