PART III
THE STRATEGIES

You've made it. This section of Smart Money Strategy outlines the financial planning strategies that I use with my financial planning clients. As a financial planner, one of the best parts of my job is looking at a client's starting position and seeing which of these strategies I can stack to help them achieve their goals.

In the following chapters, I break the strategies down into different categories that will help you understand how they work. Specifically, we will look at:

  • The Framing Strategies
  • The Investment Strategies
  • The Superannuation Strategies
  • The Retirement Strategies
  • The Wealth Protection Strategies
  • The Estate Planning Strategies.

Within each of these chapters are lots of financial strategies you might use to stack the odds in your favour, as well as some strategy stacking tips for you to keep in mind when considering what might work for you and your situation. Seek the assistance of a financial planner if you need help to make sense of the strategies for your own stack.

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