DOWNLOADS FOR THE BOOK

SECTION 1: PERSON (LIFE PLANNING)

1A: DATA INPUT FOR FINANCIAL PLAN

1B: DATA INPUT FOR FINANCIAL PLAN

SECTION 2: PLAN (FINANCIAL PLANNING)

2: CASHFLOW - MARK & REBECCA JONES

SECTION 3: PRODUCT

3: DIVERSIFICATION

4: RISK (VOLATILITY vS RETURN)

5: POrtfolio contruction basics

6: FACTORS

7: ACTIVE FUND MANAGER PERFORMANCE

SECTION 4: BUILDING A SUSTAINABLE RETIREMENT WITHDRAWAL STRATEGY

8: WITHDRAWAL STRATEGY

9: DAVID & SAMANTHA STATEMENT

SECTION 5: A DIY OR ADVISER APPROACH

10: ADVISER SELECTION

PLEASE NOTE...

The information contained in the book and accompanying spreadsheets is for informational purposes only and does not constitute financial or investment advice.

Although best efforts are made to ensure all information is accurate, you should not rely on this for your personal situation and planning.

If you are in any doubt about the suitability of an investment or service, you should consult a professional financial adviser. The value of investments, and the income from them, can fall as well as rise and you may not get back the full amount invested.

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