Select a free E-Book from our collection
How to find the right Financial Planner for you
Did you know that working with the right adviser can make a big difference in your life?
How many properties do I need to retire?
Building a portfolio of investment properties is a legitimate retirement strategy used by many Australian investors. It requires specific knowledge, patience and discipline.
Best Insurance Strategies 2010-2011 Edition
What are the best insurance strategies at the moment both personal and business. Insurance, superannuation and tax planning and now more integrated than ever.
This Book has been written to give you an up to date perspective on the subject.
7 Steps to Financial Freedom
There are ceratin steps and habits, that if acted on and followed leads to very positive financial outcomes. We have written this Book to highlight some of the more important ones.
7 Insights to Avoid a Ruined Retirement
The GFC has proven that most current superannuation strategies do not work. If you are retired or planning your retirement you need to first understand the problems and challenges that lie ahead.
Is Your Nest Egg Safe?
At Moneytree Partners we do not believe that conventional ideas and planning strategies will work for retirees in the years to come.
The Ultimate Guide to Budgeting
Budgeting is the difference between having money left over to invest and plan for the future, and not. We have written this eBook to help you start the process of getting your budgetingplanning in order.
Planning a Career Change
With the help of author Alison Nancye we have produced an ebook focused on helping you manage your change of career. One of the hardest things we can do is change a career. It takes courage, will and hard work to make it happen. It can often throw your finances into turmoil.
Divorce & Separation: A Financial Guide
Relationship breakdown and divorce affects every aspect of your life, and the financial side is no exception. This can present a whole new set of unique challenges you must face particularly surrounding financial uncertainty.
Money & Marriage: A Guide to Domestic Financial Bliss
Find out how you and your partner can work together as a team to create a more prosperous future together.
Transition to Retirement: A Quick Guide
Looking for early access to your super? Or more flexible work options? Find out more about what’s possible with Transition to Retirement.
10 Steps to Managing Inheritance and New Wealth
Coming into money brings opportunities and challenges, and in many cases, mixed emotions. Recipients of new wealth have many financial issues to consider. They must deal with a wide variety of new and management, tax strategies, estate planning, and philanthropy.
First Home Buyers Guide - What you need to know before purchasing your first property
Buying a home is a major investment but can return significant financial gains to kick-start your wealth-building program.
How to Transfer Your UK Pension to Australia
Do you hold a UK Pension? Are you thinking about having it transferred to Australia? Transferring to an Australian superannuation fund can bring increased flexibility, tax benefits and greater income potential, but there are also potential pitfalls that you should consider.
Top 11 Super and Tax Strategies
There are some things in life that that can’t be avoided. In this country that includes paying Tax and investing in Superannuation - However, as you’ll see from our Free Ebook “Top 11 Super and Tax Strategies” there are things that you can do to work smarter.
10 Things to Consider Before Buying an Investment Property
Find out what makes or breaks a potential investment property. For would-be and experienced investors.