Your Wealth

How to Create Your Own Financial Plan with Paul Clitheroe – Part 2

April 17, 2018

In part 1 of this must-listen podcast, renowned finance expert Paul Clitheroe, Chair of InvestSmart and the Government’s Financial Literacy Board, outlined the critical steps for creating your own financial plan – and achieving your goal of financial independence. In part 2 of this two part series, Paul goes further to explain some of the critical concepts of building wealth.

Part 2 continues Paul's explanation, including:

  • His thoughts on the future of the Australian property market
  • How to determine what financial independence means for you
  • How Paul invests his money, including the asset allocation strategy he has used for decades
  • The Rule of 17
  • What financial topics he doesn’t feel competent to advise on… and much more.

If you missed Part 1, you can find it here.

 

The information provided in this podcast is intended to be of a general nature only. Any advice has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, National Australia Bank Limited (ABN 12 004 044 937 AFSL 230686) (NAB) recommends you consider whether it is appropriate for your objectives, financial situation and needs. NAB recommends that you seek independent advice before acting on any of this information. NAB is not a registered tax agent and any taxation information contained on this website is of a general nature. The tax consequences of investing will depend on your particular circumstances and we recommend that you seek professional tax advice before applying for a financial product. The information in this podcast is not a substitute for reading the relevant terms and conditions and Product Disclosure Statement (PDS) before making any decisions available via our website at www.nab.com.au


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