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I-Group Financial Planning

Authorised Representative
DFS Financial Services (QLD) Pty Ltd
ABN 50 103 881 296
Australian Financial Services Licensee 325652 with its registered address at 1/22 Portside Crescent, Maryville NSW 2293

Wealth Planning Tools

 

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Welcome to "Wealth Tools". Learning with others and using interactive tools that engage your senses, are proven ways to enhance your comprehension and to build your confidence to go out and build wealth.

 Why spreadsheets? Well designed spreadsheets are easy to use and can be fun. Their capacity to do "WHAT-IF" analysis is a powerful tool that allows the user to look into the future!

To gain Access to our planning spreadsheets you must sign up to the our website.

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“Only fools believe that money in itself will make them happy. Bigger fools, however, believe they can live without it. That may have been true in the days of St Peter the hermit, but in 2007, it’s just not possible to fulfill your responsibility to yourself and your dependants without money.”

(Adapted by: John McAllister)

Learn:

• The basics of setting budgets

• How to take control of your budget and set goals

• How, a small amount saved now, could be worth a fortune

• The power of compounding

....and more!

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