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Where are you now?

Select a base to explore your options

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rotect your family

state plan in order

eally smart super

oundation support service & team

ffective debt management

ash flow under control

ax under control

BATTER UP - READY TO GO TO FIRST?

  1. Want some direction?
  2. Ready to make smart decisions about money?
  3. Care about your family?
  4. Care about the future?
  5. Motivated to take action?

1ST BASE - PERFECT FOUNDATIONS

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2ND BASE - PATHWAY TO WEALTH

  1. Check Foundations/ Establish Goals
  2. Debt Reduction
  3. Accelerate Super
  4. Investment Property?
  5. Build Share Portfolio
  6. Smart Cash flow
  7. Smart Tax

READY TO GO TO 2ND?

Surplus Cash flow?
Equity in home?
Hungry to build wealth?

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So WHY do we invest?

To create WEALTH

Wealth is your ability to fund your chosen LIFESTYLE

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10 REASONS WHY WE FAIL

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They don't get help

Don't make it a priority

They never take action

Don't believe they can

Get caught up in working out why things won't work

Looking for the "magic solution"

Procrastination

Distraction

Leaving it too late

Lack of information / too much information

Simple Steps to Wealth

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Protect your family

Build a professionally managed share portfolio

Smart Super Strategies

Own an investment property

Manage your borrowings wisely

Own your own home

Invest the difference in good quality growth assets

Spend less than you earn

Contact a GPS Wealth Adviser

rotect the Family

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Most of us think we don’t need life insurance.
But the truth is, you don’t need it. Your family does!

Rate Yourself – How confident are you that your family would be OK financially in the event of a long term illness, disability or death, on a scale of 1 to 10, with 1 being they would have nothing (a real mess) to 10 being they would be able to carry on with the same standard of living.

Deep down, when we’re married or have kids, we know we should have life insurance. We insure our cars, our homes and other material belongings, yet we often don’t stop to think about insuring ourselves. Or the future.

What if something unexpected were to happen? Do you have a 'Plan B' that’ll help see the family through?

Having a life insurance policy gives you added peace of mind. It's about doing something special for the people you love most in the world. It’s a way of protecting them financially if you’re no longer around to help.

rotect the Family

state Plan in Order

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- Effective will established?
- Effective Power of Attorney's established?
- Super Nominations setup?

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rotect the Family

state Plan in Order

eally Smart Super

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- Right Risk Profile?
- Fund Insurances?
- Fund advice

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Smart Super

rotect the Family

state Plan in Order

eally Smart Super

oundation Support & Service Team

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rotect the Family

state Plan in Order

eally Smart Super

oundation Support & Service Team

ffective debt management

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- Minimising your bad debt
- Obtaining the right loans

rotect the Family

state Plan in Order

eally Smart Super

oundation Support & Service Team

ffective debt management

ash flow under control

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- Create a surplus
- Smart banking

rotect the Family

state Plan in Order

eally Smart Super

oundation Support & Service Team

ffective debt management

ash flow under control

ax under control

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- Good Accountant
- Claim all deductions

Contact a GPS Wealth Adviser
for further assistance

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The Game of Money