Financial Success Guide
Guide

6-Step Financial Success Guide

6 Modules 30 Sections Easy

About this Guide

Congrats on taking the decision to 'Make Your Money Work For You'.

Awareness is the first step towards solving any problem or overcoming any challenge. The process of making your money work for you, and achieving your personal financial goals is no different.

I am not re-inventing the wheel in this guide. The basic principles of personal financial planning have been the same for hundreds of years. 

I have made this guide freely available because these principles are unfortunately not taught in school or college.

Today's education systems have a major flaw. They teach us 'How to Make Money', but neglect to teach us 'Basics of Financial Planning', and 'How to Make Our Money Work For Us'.

Achieving your financial goals is 'Simple', but 'Not Easy'. Simple, because it's easy to start. 'Not Easy', because it's difficult to stick to consistently. There are so many temptations to spend money where it is not required.

Those who stick to the plan often achieve them faster and better than those who start early, but do not continue. 

Sort of like the race between the 'Hare, and the Tortoise'. If you remember that childhood tale, the hare ran fast, but fell asleep on the race course, while the tortoise continued slowly, and eventually won the race because of its consistency.

Learn more

Index

5 Sections

Step 1 – Understand The Basics

Understand The Basics Of Personal Financial Planning, & The Principles Of ‘How To Make Your Money Work For You’.

Introduction

Introduction to 'Understanding the basics'.

Rich or Wealthy? What would like to be?

Understand the difference between 'Being rich', and 'Being Wealthy'.

3 Real Life Stories

3 Real Life Stories Of People I Met, & How They Handle Their Finances.

Overview Of The Process

Overview Of The Process Of Financial Success

Value Of Independent Financial Advice

Understand The Value Of Independent Financial Advice.

2 Sections

Step 2 – Assess Your Current Financial Situation

Learn How To Assess Your Current Financial Situation, So You Will Know What Progress You Are Making.

Why you should assess your current situation

Understand Why You Should Assess Your Current Situation

How To Create Your Personal Balance Sheet

Find Out How To Create Your Personal Balance Sheet

3 Sections

Step 3 – Get Rid Of Bad Debt

Understand The Difference Between Good & Bad Debt, Learn How To Get Rid Of Bad Debt Quickly.

What is Good Debt, and Bad Debt?

Understand The Difference Between Good & Bad Debt

How To Get Rid Of Bad Debt Through Debt Consolidation

Learn How To Get Rid Of Bad Debt Through Debt Consolidation

How To Get Rid Of Bad Debt Using Debt Stacking

Learn How To Get Rid Of Bad Debt Using Debt Stacking

3 Sections

Step 4 – Protect Your Income

Understand What Can Stop You From Earning Money, & Learn How & Why You Should Protect Your Income Today.

Importance Of Protecting Your Income

Understand The Importance Of Protecting Your Income

Why You Should Protect Your Income Today, Not Later

Understand Why You Should Protect Your Income Today, Not Later

Two Ways To Protect Your Income

Learn About The Two Ways To Protect Your Income

4 Sections

Step 5 – Start Saving For Your Goals Today

Understand What Can Stop You From Earning Money, & Learn How & Why You Should Protect Your Income Today.

3 Reasons To Start Saving Early

Learn About The 3 Reasons To Start Saving Early

How To Set A Savings Budget & Pay Yourself First

Learn How To Set A Savings Budget & Pay Yourself First

Saving Money In The Bank Vs A Regular Savings Plan

Learn About The Difference In Saving Money In The Bank Vs A Regular Savings Plan

How To Select The Right Savings Plan

Learn How To Select The Right Savings Plan

13 Sections

Step 6 – Invest To Create Another Income

Understand What Can Stop You From Earning Money, & Learn How & Why You Should Protect Your Income Today.

Introduction To The Concept Of Investing

Understand The Concept Of Investing

3 Reasons To Start Investing Today

Learn About The Reasons To Invest

Securities Vs Traditional Investments

Securities Vs Traditional Investments

Understanding Investment Risk

Understanding Investment Risk

Factors To Consider Before Investing

Factors To Consider Before Investing

What are Fixed Deposits?

Learn About Fixed Deposits

What are Government Bonds?

Learn About Government Bonds

What are Corporate Bonds?

Learn About Corporate Bonds

What is Real Estate?

Learn About Real Estate

What are Commodities?

Learn About Commodities

What are ETFs, and Index Funds?

Learn About ETFs, and Index Funds?

What are Mutual Funds?

Learn About Mutual Funds

What are Stocks?

Learn About Stocks & How They Work.

Pen
>