Financial Advice

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
  • Shares
  • Property
  • Debt
  • Risk management
  • Retirement planning
  • Estate planning
  • Cashflow
  • Tax
  • 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.

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