Follow a structured approach
Do you use a systems approach to your retirement planning and investments?
Are you one of the 75% taxpayers that are self-directed DIY Investor, then using a financial planner tool will help to reduce the guess work.
The internet has lots of disparate information on financial planning and investments. Often an overload of opinions, which leave many taxpayers at a disadvantage.
Here are the building blocks used in a typical systems approach for your retirement planning and investments. Each colour represents a tool that is available to help you along the journey. See the TAB Tools
As a self-directed (DIY) investor, you must understand, plan and manage your finances to achieve your financial goals like a pro.
There are cash flow modelling software designed to make long-term financial plans with personal, investment and superannuation are all integrated.
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