Showing category "Advice & Planning" (Show all posts)

Information Booklet Updated

Posted by Naomi Rosenthal on Wednesday, November 16, 2011, In : Advice & Planning

We've updated the Statement of Advice (SOA) Information Booklet available on our website for download here.
This booklet gives you some great additional information that will add to your knowledge on financial matters and is an easy reference guide for such information as current Centrelink Age Pension rates, employer responsibilities for superannuation, getting money into and out of superannuation and current Income Tax rates.

Four Rules of Money - Video (Toastmasters)

Posted by Naomi Rosenthal on Friday, June 17, 2011, In : Advice & Planning

Recorded at Chatswood Communicators Toastmasters Club on 08 June 2011, this speech gives the audience insight into how they can make better use of their financial resources. This is an entertaining speech and is Project 4 from the Advanced Communication Series Humorously Speaking.
Click on the link - Four Rules of Money Video
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Four Rules of Money

Posted by Naomi Rosenthal on Friday, May 6, 2011, In : Advice & Planning

At my SHE Business Australia meeting yesterday in North Ryde, I was proud to present the Four Rules of Money to the group. Coupled with a lively and dynamic presentation from Joanne Prior on her experiences with money, it was a great team effort and a fantastic luncheon. I have posted the resource sheets here for you to download and use.
The Four Rules of Money -
1. Spend Less than you earn
2. Protect your capacity to earn
3. Pay off inefficient debt
4. Make your money work for you
If you'd like mo...