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Frequently Asked Questions
Disclaimer
The information within Savvy Money School is all about education.
No financial product recommendation will be shared. Information contained will not be taking into account your objectives, risk appetite, financial situation or particular needs. Because of this, before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs.
You should seek independent financial advice prior to acquiring or disposing of any financial product.
All securities, financial products or instruments carry risks. Past performance is not indicative of future results.
In summary, this content is general information and not specific financial or investment advice to any individual and should not be relied upon as a recommendation to buy or sell any security and should only be used for information and educational purposes only.
How can I create a personalized investment plan for my future?
I will assist you define your goals and then the types of options you will have available. You will need to determine the option best for yourself or seek professional assistance from a Financial Planner for specific products.
How can I reduce my tax liabilities while maximizing savings?
Absolutely. Whilst paying tax is a sign of making money, there are options to minimise the tax liability. I will assist in help to understand the common concepts of, income, short and long term capital gains, and negative gearing. You may need to seek professional assistance from a tax accountant for specific scenarios
How can I align my investments with my financial goals?
I can help you understand what types of investments there are, and their benefits and limitations. This will allow to make your own choice, or ask better questions to the legally qualified people allowed to advise you
What retirement plan suits my financial situation best?
In the Saving “accumulation” phase, not many things will be better than superannuation. Save as much as appropriate for your needs and your money tree will grow nicely.
What is the best approach to managing and preserving my wealth?
Time ! Oh the magic of time.
Invest in low fee and high return assets, and leave it alone. Don't chop and change.
How do I differ from a Financial Planner and a Tax Accountant?
I will be able to educate you to understand the foundational financial knowledge. This will allow to make your own choice, or ask better questions to the legally qualified people allowed to advise you
I can share experiences for you to watch out for, but I cant recommend specific products nor give personalised tax advice.
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