Seven foundations of wealth creation
by Phil Smart
As an AFA member, you’ll have access to the Principles of Wealth Creation Education Series – either through face-to-face workshops or online.
This series gives you insights into the foundations of wealth creation:
- Cashflow and Tax
- Risk management
- Retirement planning
- Estate planning
- Keep cash flowing
While your long-term goals are important, you also need to live comfortably in the short-term too. This is where AFA’s Cashflow Modelling Tool can help. It’s a user-friendly tool that allows you to calculate different future scenarios, based on the personal financial information you provide.
Using this tool can really help to visualise how your decisions now will shape your future – and to make sure you’re comfortable with your plan.
Empowering you, the AFA way
At AFA, we’re committed to helping everyday Australians achieve their financial objectives – an ethos that has earned us the trust of thousands of clients.