Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life

Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life

by David L Andrew
Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life

Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life

by David L Andrew

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Overview

David Andrew is working to change our attitudes to the way we deal with money.  He believes the financial industry is having the wrong conversation with the investing public. By changing the focus from product, price and performance to values, goals, planning and outcomes, he believes investors will get better results and will also be more inspired and fulfilled.  In the end, real success comes from having Clarity around what you want to achieve, from getting the right Insights so that you can make smarter decisions, and having a Partnership with the right advisers at the right times to help deal with the challenges we are all faced with as we progress through life.

Almost 20 years ago he founded one of Australia’s first independently owned, fee-based wealth management firms at a time when almost all advisers worked for sales commissions. Wealth with Purpose shares the insights gained from helping hundreds of successful people grow, protect and share their wealth, and underpins his unshakeable belief that dealing with our money differently can help us live a live happier, more fulfilled lives.


Product Details

ISBN-13: 9780987095077
Publisher: Capital Partners
Publication date: 07/18/2016
Sold by: Barnes & Noble
Format: eBook
Pages: 264
File size: 9 MB

Table of Contents

Introduction 13 1. The Challenges we Face 17 2. The Solution 23 3. Taking Control 29 4. Clear Purpose Matters 35 5. Your Values Drive Your Decisions 45 6. Creating Inspiring Goals 53 7. Creating a Strategic Plan 73 8. Making a Start 79 9. Planning Considerations 85 10. The Most Common Question: How Much is Enough? 99 11. Lifetime Cash Flow Modelling 103 12. Dealing With a Liquidity Event 111 13. Monitoring Progress 117 14. Getting the Investment Returns You Deserve 125 15. Dimensions of Risk and Return Worth Targeting 139 16. Risk and Asset Allocation 153 17. Building Your Investment Portfolio 163 18. Investor Discipline 171 19. Maintaining your Portfolio 179 20. What is a Legacy? 187 21. Managing Life's Risks 191 22. Creating an Estate Plan 201 23. Giving Plan 213 24. Creating Family Harmony 223 25. Working with a Financial Professional 229 26. Finding the Right Adviser 237 27. So What Next? 247 Table of Figures 251 References 255 About the Author 263
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