Personal Finance

Personal Finance

  • Electronic book text

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Personal Finance 4th edition has been updated to reflect the legislative and regulatory changes that effect the Australian financial planning industry. The new edition continues to present an introduction to financial planning decisions, services and products and considers the importance of long term strategic financial planning and life-long management. The text has been written for a non-finance audience and is ideal for anyone who may be undertaking a major study in personal financial planning or as an elective. Since the publication of the first edition, this text has become a market leading textbook in the area. As more and more Australians look to financial planners for information and guidance on investment opportunities to achieve short and long-term financial goals, this text reflects the industry's need to ensure its members are accredited and offering professional and ethical advice.
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Product details

  • Electronic book text | 592 pages
  • Queensland, Australia
  • 4th edition
  • 0730300129
  • 9780730300120

Table of contents

Chapter 1 Personal financial planning -- Chapter 2 The financial planning profession -- Chapter 3 Financial planning skills -- Chapter 4 Taxation planning -- Chapter 5 Direct investments -- Chapter 6 Managed funds -- Chapter 7 Analysis of investments in shares -- Chapter 8 Investing in property -- Chapter 9 The first investment goal - home ownership -- Chapter 10 Risk management and insurance -- Chapter 11 Consumer credit -- Chapter 12 Leveraged investments -- Chapter 12 Leveraged investments -- Chapter 13 Superannuation -- Chapter 14 Social security -- Chapter 15 Estate planning -- Chapter 16 Development of a personal financial plan.
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