Wealth Adviser is the educational resource of Wealth Today, a national financial services licensee.
The goal of Wealth Adviser is to ensure that concise, informative financial education is available to everyone at no cost.
Through our library of more than 90 eBooks on a broad range of financial planning, investment and tax & accounting topics and our regular seminar programs we seek to inform people of not only the benefits but the potential risks and pitfalls of different financial strategies and investments.
Please browse our library and download as many eBooks as you like – all are offered free-of-charge. Or attend one of our regular seminars.
Please remember that any information provided in any of our books or seminars is of a general nature only and does not take into account your personal circumstances, goals or objectives. As such you should not rely upon it solely when making an investment decision. You should always seek professional advice.
Of course a local Wealth Today adviser would be happy to provide advice on a personal basis should you wish through a one-on-one consultation by clicking here to request an appointment.
Salary packaging can possibly allow you to pay for expenses from pre-tax salary and increase your net cash flow.
Did you know you may be able to use your super to buy an investment property? Would you like to find out how? This eBook has been written to help you navigate this opportunity and understand the risks and mistakes to avoid.
Defence Housing is a popular investment strategy for many Australians. We have written this eBook to help clients improve their thinking on this strategy.
If you reached your preservation age but are still working you may want to consider a Transition to Retirement Pension as part of your retirement planning strategy. Combined with salary sacrifice contributions, a TTR pension can be an effective retirement planning tool available.
Negative gearing is a strategy used by many successful investors. In this free eBook you will find out the essentials in assessing this tool as part of a wealth creation strategy.
Planning for the future starts with a budget and we have written this eBook to help you start the process of getting your budgeting and planning in order.
This is a question on most investors minds. We have produced this eBook to help you think about and answer the question in a rounded and holistic manner.