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Sack Your Financial Planner: Create Financial Independence
ISBN 9780980411218, paperback. First edition, 2008.

If you want to achieve financial freedom by the time you retire, you’d better tell your financial planner “you’re fired”!  After all, who is going to look after your best interests long term?  Certainly not commission-hungry brokers or advisers. It’s your money, so Do-It-Yourself using this handy guide.

As it is quite difficult when starting out to decide which asset suits you best, we look at the pros and cons of shares, managed funds, property securities, super, property investment, and lesser-known types of investing. Basic strategies such as diversification, gearing, buy and hold versus buy and sell, and what growth and returns to expect from all asset classes are covered. There are snippets of wisdom from Australia’s best finance educators.

“The opportunity for financial success has never been better than today, and Sack Your Financial Planner lays out the essential principles, ideas, and concepts in an easy to read way. Jennifer’s book will clearly point you in the direction of financial independence!”
– Michael Yardney, property commentator

Protecting your wealth is important for every level of investor. Avoiding scams and rip-offs, asset planning, and wise tax minimisation can save you plenty, so there is a chapter dedicated to these topics.

To advance your investing knowledge further, there is a listing of helpful websites, courses, newsletters, and magazines, and a glossary of financial terms. 106 pages.

Read Sack Your Financial Planner-preview

 

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