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Investing our way

1.
 Golden rules to investing
2.
 Don’t invest just to get a tax deduction
3.
 Every Australian needs 3 pools of wealth®
4.
 Accumulation stage while you are working
5.
 Spending stage retirement
6.
 The cost of NOT taking Risks
7.
 The next step
8.
 Make an appointment with us
9.
 On acceptance of our statement of advice
10.
 Our Investment review service
11.
 Our plan for our clients
12.
 Thank you for visiting our site
13.
 Let us guide your path towards financial freedom

1. Golden rules to investing
It’s your money, not anyone else’s
Don’t do anything you are not comfortable with
Don’t risk what you can’t afford to lose

2. Don’t invest just to get a tax deduction
Always invest to make a profit
Be prepared to pay tax on your profit
You get a tax deduction when you lose money
You pay tax when you make money
Why are you going to invest?

3. Every Australian needs 3 pools of wealth®
Cash Funds: For short term goals
Accessible Funds: Access before you retire
Superannuation: For a comfortable retirement

4. Accumulation stage while you are working
The amount you will have when you retire depends on what you:
Start with
Save
Earn on investments

5. Spending stage retirement
The time your money lasts depends on what you:
Start with
Save
Earn on investments

6. The cost of NOT taking Risks
The growth in $100,000 over time at various rates of return
Years invested
$ Returns at different interest rates
5%
7.5%
10.0%
12.5%
10 years
163,000
206,000
260,000
325,000
20 years
265,000
425,000
672,000
1,055,000
30 years
432,000
875,000
1,745,000
3,424,000
Note: There is a balance between taking undue risk to create wealth and taking no risk to protect it.

 7. The next step
If you would like to speak to a financial adviser at Bishop and Bishop Financial Services you can contact us by:
Phone: (08) 8395 5811
Fax: (08) 8395 5822
Email: count@tilleybishop.com.au

8. Make an appointment with us
Complete a Personal Financial Needs Analyser
Prepare your statement of advice
Present your statement of advice for discussion and your approval

9. On acceptance of our statement of advice
We implement your statement of advice
Invest your money and/or superannuation
Set up your bank and insurance needs
Register you as a tax client with Bishop and Bishop Financial Services with the ATO
Setup your investment review service

10. Our Investment review service will:
Report on your investment portfolio every six months
Sit down with you and discuss your portfolio & financial position
Plan future needs
Always keep you managed and informed

11. Our plan for our clients
Professional
Timely
Caring
Understandable
Convenient
Value for money

12. Thank you for visiting our site
We hope we can be of further assistance to you soon
We would like to start your plan as soon as possible
Please contact us if you have any queries

 
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