26 September 2023

Smart Money Strategy

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Reviewed by Rama Gaind.

By Luke Smith, Wiley, $34.95.

Financial planner and host of The Strategy Stacker podcast, Luke Smith has always felt a duty to inform and educate his clients. That’s been a part of his ongoing philosophy to educate first, and financial plan second.

This book is an extension of his education program to explain key financial concepts in plain English, and it’s designed to give the background to some key financial strategies.

That means considering when and how to use them, and how ‘stacking’ these strategies can accelerate the probability of reaching your goals and the objectives of your ‘why’ — with the hope of building in some tax deductions along the journey.

Remember, your financial journey will be your own and is not the same as any family member, your next-door neighbour or your work colleague.

This book is designed to answer another question about where do you go to learn this stuff, because we didn’t get any of it in school?” Once your working life starts, there isn’t always the time or know-how at your fingertips to figure it out by yourself.

With inflation and cost of living soaring, now is the time to get smarter with money.

Smart Money Strategy reveals the secrets financial planners use to make your money work harder and explores common traps and tips to protect your assets.

Drawing upon decades of experience working with clients across all walks of life, this insider’s guide shows you how to define your priorities and create a personalised, actionable plan to achieve your goals. Luke includes advice for tackling all things money — budgeting, investing, insurance, super, retirement, estate management — to stack the financial odds in your favour.

Who is Luke Smith? If the answer is correct, two lucky winners will get a copy of Smart Money Strategy. Entries should be sent to [email protected] by Monday, 1 May 2023. Names of the winners will be published in Frank Cassidy’s PS-sssst…! column on 2 May 2023.

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