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Purpose Based Wealth Creation in Australia
The true key to building and maintaining wealth is more about having an understanding of what's really important to you, or put another way, having an understanding of what the purpose of money for you is.
We all follow some type of business strategic plan, but few individuals ever formulate their own personal strategic plan. Within the pages of the book are a range of exercises to help you formulate your own investment goals and your own personal strategic plan, so that you can formulate a vision of your idel life and start planning for it.
Having a basic knoweldge of financial matters is important. This book will help you determine if you are receiving good advice, the questions to ask to find a great financial adviser and what to do if things ever go wrong. It will help you understand the financial planning process and will enable you to decide how much you want to do yourself and how much you’ll need to delegate to others.
Jason McFadden has over 18 years’ experience in the finance industry. For the last 12 years he has been directly involved in face to face financial planning, helping clients with their wealth accumulation, retirement planning, superannuation, personal risk insurance, aged care and estate planning needs. Jason runs a successful financial planning business, JPM Financial Planning, located in Ballina, Northern NSW Australia.
Jason has a passion for improving financial literacy and for the last five years he has been involved in the lecturing, teaching and writing of Financial Planning subjects at Southern Cross University.
Jason can be contact at JPM Financial Planning PO Box 1618 Ballina NSW 2478 or by phoning 02 66 863 579.
JPM Financial Planning ASIC No. 343457 is a corporate authorised representative of WealthSure Pty Ltd & Jason McFadden is an authorised representative ASIC No. 310317 of WealthSure Pty Ltd. ABN: 93 097 405 108 Australian Financial Services Licensee & Australian Credit License, Licence No. 238030