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Money Intelligence™ – Anchored in Values

Note to PM: "live within your means" is not a Vision

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Note to PM: "live within your means" is not a Vision

“We must live within our means” Prime Minister Malcolm Turnbull announced this week... Here we are in 2016, forced to listen to our politicians telling the Australian public to “live within our means”. When I first read the headline I got excited! As a financial strategist and an accountant, I thought how refreshing for a politician (who happens to be wealthy) to start giving the public good financial advice. But alas! Our Prime Minister means that the government must “live within its means” ... to balance the federal budget! It means the public’s demands for greater spending on health care and...

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Begin NOW your journey towards financial liberation

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In my book Money Intelligence™ - Anchored in Values, I urge my reader to shift his/her money mindset from a Consumerholic to an Investorgetic™ (a term I coined to mean someone who is passionate about investing). The shift is not only possible, it is achievable and within the reach of the average Australian. From as low as $50 per week set aside towards investing for your retirement, I can show you what this $50 per week can do to your investment balance when you reach retirement. But to save that money aside, you need to shift your mindset from a...

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How can Money Intelligence™ make you happy?

How can Money Intelligence™ make you happy?

When I first started my journey to write Money Intelligence™ book, I initially thought I would just write a book about the virtues of investments and share my love of property investing and financial wisdom of twenty years being an accountant and financial adviser. Initially I only had my clients in mind when I began writing this "must love investing" book.Little did I know that a story telling exercise to help my creative subconscious mind write this book would lead me to money intelligence. Little did I know that this "must love investing" book that was supposed to be only...

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What's Money Intelligence Book all about?

What's Money Intelligence Book all about?

Is the lucky country’s luck running out? Australia and western governments across the world are facing one of the biggest challenges in the history of humanity: the increasing numbers of older people living longer on the pension. There are currently over 3.3 million of 65-year-olds in Australia and 84% of them are receiving the pension. This number is expected to double to 6 million by 2040. As the numbers keep on climbing in the next 25 years, the government will not afford to pay the pension, the related health and care costs without affecting the economy and sacrificing the future...

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In the beginning...

In the beginning...

I began writing Money Intelligence™ - Anchored in Values book in 2014 as Sydney was transitioning from winter to spring. Initially, I wanted to write a book on "how to invest and build wealth" to inspire my clients to become Investorgetic™ (a term I coined to mean someone who is passionate about investing). I thought the book would be a pure finance book on how to save tax and build wealth through property investments and super funds.  What I didn't expect was the surprise the writing journey unravelled for me while I found myself writing about my parents' business journey...

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