Tax Minimisation Centre
For people interested in financial betterment!
Learn how we coached and mentored Toby to tailor his cash flow & protection strategies, whilst creating investment strategies and structures to reduce tax, convert non deductible debt to deductible debt, build wealth and purchase a home!
ONLY $199.95
Online Financial Coaching to Minimise Tax & Accumulate Wealth!
About the course
This course is led by a fully licensed financial adviser and is spread over 3 sessions, each being live and interactive with the opportunity to ask questions at the end of each session.
The course is tailored around our real-life case study of Toby and takes you through his financial advice journey to establish, protect and create the wealth he require to achieve his ambitions!
The course has been designed in stages to allow you to take things one step at a time. By staging the course into sessions our aim is to help maximise your ability to understand, develop and implement the education, strategies, and principles this course will empower you with!
Don’t worry, if you feel you need personalise help and guidance one of our planners is always there to help
A call to action is key for your success
Designing a well thought out financial strategy involves identifying, understanding, and planning to create a system and strategy which is right for you!
Implementing what you learn is the key to success!
The sessions are strategically separated to allow you the time to contemplate, understand and implement the strategies you feel are appropriate.
Tools to help you accomplish your dreams!
At the end of each session you will receive a “Call to Action” booklet, which asks you to start the process of implementing what you have learnt to better your own situation. The booklet is accompanied by guides and step by step instructions on how the tools FINTOR provides can empower you to achieve your ambitions!
Complete our online classes and the tailored coaching projects provided and save over 40% on any personalised advice fees!
Online Financial Education Designed For Success!
Here is whats included:
Detailed financial strategies, their benefits and how they could apply to you!
Market-leading tools, calculators & software to help you apply the knowledge and start achieving!
Learn how different strategies come together to create savings, minimise tax & help you achieve!
Professional help and guidance to keep you achieving your goals!
Financial Mentoring for Wealth Accumulators
Session 1. A step by step guide on creating cashflow management foundations for investing & tax minimisation!
Session 2. Protecting your current position and future achievements, whilst reducing tax!
Session 3. Strategies, Structures and options to minimise tax & amplify your wealth creation!
Meet Toby!
About Toby
Toby loves to travel and whilst one day he plans on having a family, he’s happy to chill, play his Play Station and continue to enjoy the company of his friends on weekends.
Toby is aware that financial success is built over many years and an important aspect in accumulating wealth is trying to minimise tax to amplify the capital that can be contributed into investments!
Assets & Liabilities
Toby has made the jump to start his own IT Business in his early 30’s earning and income of $180,000. He has savings of $120,000 and superannuation of $95,000. He can afford to comfortably save $650.00 per week and is now committed to saving and establishing himself. He still has a car loan with $15,000 owing and no other borrowings.
Projected Financial Benefits!
A net increase in savings of $113,962 in 5 years!
A comprehensive Wealth Protection strategy that will protect Toby’s ability to save and afford his lifestyle.
Created savings of $154,427 in insurance premiums between now and age 65!
Toby will be able to purchase purchasing a home worth $950,000 within 5 years.
Created a loan strategy to repay his non deductible home loan of $760,000 in 8 years - 22 years faster than a standard 30 year mortgage!
Created net assets of $214,621 outside of super after repaying his home in 8 years after its purchase!
Created a superannuation strategy that is projected at the age of 65 to reach $2,487,926, an increase of $656,134!
Toby's net worth at 65 years of age is projected to be $10,773,733!
Goals Achieved!
Purchased his dream home for $950,000 withing in 5 years!
Paid off his mortgage 11 years earlier!
Continued to travel after purchasing his home!
Our Coaching & Mentoring For investors!
Session 1. Structuring Cashflow for success when investing!
This 60 minute online live and interactive coaching session is run every month and is designed to coach Investors on how they can optimise their banking and loans to ease their budgeting pressures and start to amplify their ability to create wealth!
What's Included
- How we managed Toby’s Cashflow
- How we identified and optimised Toby’s Savings Capacity
- How we structured Toby’s banking to keep him accountable
- How we automated Toby’s budget
Session 2. Protecting what you have now & into the future, whilst reducing tax!
This hour of live and interactive mentoring is designed to help investors gain the knowledge that will be truly valuable in protecting the financial future they seek.
We mentor you by providing in depth insight into the personalised Wealth Protection strategies we tailored to Toby’s situation.
This session runs approximately a fortnight after the 1st session. Don’t worry about missing a session as multiple sessions run throughout the year!
What's Included
- How we protected Toby’s ability to save.
- How we protected Toby in the event he couldn’t make a decision.
- How we analysed Toby’s need for insurance.
- How we tailored his insurance to save him thousands over his working life!
Session 3. Understanding, Creating and applying strategies to amplify your wealth
This hour of live and interactive mentoring is designed to help investors gain the knowledge that will be truly valuable in reducing tax, minimising impacts of market downturns and creating the wealth to achieve their ambitions!
We mentor you by providing in depth insight into the personalised Wealth Creation strategies we tailored to Toby’s situation.
This session runs approximately a fortnight after the 2nd session. Don’t worry about missing a session as multiple sessions run throughout the year.
What's Included
- How identified a suitable investment strategy & structure!
- How we tailored Toby’s investments and superannuation to suit his risk tolerance
- How we amplified Toby investment strategy to reach the deposit for his home.
- How we maintained Toby’s ability to reach his goals whilst simultaneously boosting his retirement savings!
Personalised Advice for Investors!
Personalised Advice & Plan
For those wanting one on one coaching and a personal mentor to help advise them on a suitable course of action, we have you covered. Our Financial Betterment package is priced from $3,500.00 for Singles and $4,250 for couples!
What's Included
Cashflow Management Advice Including:
- Identifying Your Savings Capacity
- Creating Your Personalised Budget
- Automating Your Budget
- Designing a Banking Structure to keep you Accountable
Estate Planning Advice Including:
- Helping your estate avoid intestate laws
- Providing security over who can make decisions on your behalf.
- Making sure the people you’ve appointed to receive you super are eligible too by law.
Insurance Advice Including:
- Help to analyse your need for each type of insurance.
- Providing guidance on suitable insurance definitions.
- Advice to reduce the long term cost of insurance by thousands.
- Advice on structuring premiums to make your cover easily affordable!
Investment Advice Including:
- Designing Your Initial & Ongoing Strategy
- Creating a Tailored Investment Portfolio
- Identifying a Suitable Investment Structure or Platform
- Managing your Tolerance to Risk
- Reducing tax where possible
Superannuation Advice Including:
- Designing a contribution strategy to reduce tax and maximize your ability to retire ASAP
- Selecting a suitable product for your needs
- Maximising the flexibility of your super
Tax Minimisation Centre
For people interested in financial betterment!
Learn how we coached and mentored Toby to tailor his cash flow & protection strategies, whilst creating investment strategies and structures to reduce tax, convert non deductible debt to deductible debt, build wealth and purchase a home!
ONLY $199.95
Online Financial Coaching to Minimise Tax & Accumulate Wealth!
About the course
This course is led by a fully licensed financial adviser and is spread over 3 sessions, each being live and interactive with the opportunity to ask questions at the end of each session.
The course is tailored around our real-life case study of Toby and takes you through his financial advice journey to establish, protect and create the wealth he require to achieve his ambitions!
The course has been designed in stages to allow you to take things one step at a time. By staging the course into sessions our aim is to help maximise your ability to understand, develop and implement the education, strategies, and principles this course will empower you with!
Don’t worry, if you feel you need personalise help and guidance one of our planners is always there to help
A call to action is key for your success
Designing a well thought out financial strategy involves identifying, understanding, and planning to create a system and strategy which is right for you!
Implementing what you learn is the key to success!
The sessions are strategically separated to allow you the time to contemplate, understand and implement the strategies you feel are appropriate.
Tools to help you accomplish your dreams!
At the end of each session you will receive a “Call to Action” booklet, which asks you to start the process of implementing what you have learnt to better your own situation. The booklet is accompanied by guides and step by step instructions on how the tools FINTOR provides can empower you to achieve your ambitions!
Online Financial Education Designed For Success!
Here is whats included:
Detailed financial strategies, their benefits and how they could apply to you!
Market-leading tools, calculators & software to help you apply the knowledge and start achieving!
Learn how different strategies come together to create savings, minimise tax & help you achieve!
Professional help and guidance to keep you achieving your goals!
Complete our online classes and the tailored coaching projects provided and save over 40% on any personalised advice fees!
Financial Mentoring for Wealth Accumulators
Session 1. A step by step guide on creating cashflow management foundations for investing & tax minimisation!
Session 2. Protecting your current position and future achievements, whilst reducing tax!
Session 3. Strategies, Structures and options to minimise tax & amplify your wealth creation!
Meet Toby!
About Toby
Toby loves to travel and whilst one day he plans on having a family, he’s happy to chill, play his Play Station and continue to enjoy the company of his friends on weekends.
Toby’s aware that Financial success is built over many years so he wants help creating an investment strategy to increase his savings, but also wants help to reduce his loan and purchase a home.
Assets & Liabilities
Toby has made the jump to start his own IT Business in his early 30’s earning and income of $180,000. He has savings of $120,000 and superannuation of $95,000. He can afford to comfortably save $650.00 per week and is now committed to saving and establishing himself. He still has a car loan with $15,000 owing and no other borrowings.
Projected Financial Benefits!
A net increase in savings of $113,962 in 5 years!
A comprehensive Wealth Protection strategy that will protect Toby’s ability to save and afford his lifestyle.
Created savings of $154,427 in insurance premiums between now and age 65!
Toby will be able to purchase purchasing a home worth $950,000 within 5 years.
Created a loan strategy to repay his non deductible home loan of $760,000 in 8 years - 22 years faster than a standard 30 year mortgage!
Created net assets of $214,621 outside of super after repaying his home in 8 years after its purchase!
Created a superannuation strategy that is projected at the age of 65 to reach $2,487,926, an increase of $656,134!
Toby's net worth at 65 years of age is projected to be $10,773,733!
Goals Achieved!
Purchased his dream home for $950,000 withing in 5 years!
Paid off his non deductible mortgage 22 years earlier!
Continued to travel after purchasing his home!
Projected Financial Benefits!
A net increase in savings of $113,962 in 5 years!
A comprehensive Wealth Protection strategy that will protect Toby’s ability to save and afford his lifestyle.
Created savings of $154,427 in insurance premiums between now and age 65!
Toby will be able to purchase purchasing a home worth $950,000 within 5 years.
Created a loan strategy to repay his non deductible home loan of $760,000 in 8 years - 22 years faster than a standard 30 year mortgage!
Created net assets of $214,621 outside of super after repaying his home in 8 years after its purchase!
Created a superannuation strategy that is projected at the age of 65 to reach $2,487,926, an increase of $656,134!
Toby's net worth at 65 years of age is projected to be $10,773,733!
Goals Achieved!
Purchased his dream home for $950,000 withing in 5 years!
Paid off his non deductible mortgage 22 years earlier!
Continued to travel after purchasing his home!
Our Coaching & Mentoring For investors!
Session 1. Structuring Cashflow for success when investing!
This 60 minute online live and interactive coaching session is run every month and is designed to coach Investors on how they can optimise their banking and loans to ease their budgeting pressures and start to amplify their ability to create wealth!
What's Included
- How we managed Toby’s Cashflow
- How we identified and optimised Toby’s Savings Capacity
- How we structured Toby’s banking to keep him accountable
- How we automated Toby’s budget
Session 2. Protecting what you have now & into the future!
This hour of live and interactive mentoring is designed to help investors gain the knowledge that will be truly valuable in protecting the financial future they seek.
We mentor you by providing in depth insight into the personalised Wealth Protection strategies we tailored to Toby’s situation.
This session runs approximately a fortnight after the 1st session. Don’t worry about missing a session as multiple sessions run throughout the year!
What's Included
- How we protected Toby’s ability to save.
- How we protected Toby in the event he couldn’t make a decision.
- How we analysed Toby’s need for insurance.
- How we tailored his insurance to save him thousands over his working life!
Session 3. Understanding, Creating and applying strategies to amplify your wealth
This hour of live and interactive mentoring is designed to help investors gain the knowledge that will be truly valuable in reducing tax, minimising impacts of market downturns and creating the wealth to achieve their ambitions!
We mentor you by providing in depth insight into the personalised Wealth Creation strategies we tailored to Toby’s situation.
This session runs approximately a fortnight after the 2nd session. Don’t worry about missing a session as multiple sessions run throughout the year.
What's Included
- How identified a suitable investment strategy & structure!
- How we tailored Toby’s investments and superannuation to suit his risk tolerance
- How we amplified Toby investment strategy to reach the deposit for his home.
- How we maintained Toby’s ability to reach his goals whilst simultaneously boosting his retirement savings!
Personalised Advice for Investors!
Personalised Advice & Plan
For those wanting one on one coaching and a personal mentor to help advise them on a suitable course of action, we have you covered. Our Financial Betterment package is priced from $3,500.00 for Singles and $4,250 for couples!
What's Included
Cashflow Management Advice Including:
- Identifying Your Savings Capacity
- Creating Your Personalised Budget
- Automating Your Budget
- Designing a Banking Structure to keep you Accountable
Estate Planning Advice Including:
- Helping your estate avoid intestate laws
- Providing security over who can make decisions on your behalf.
- Making sure the people you’ve appointed to receive you super are eligible too by law.
Insurance Advice Including:
- Help to analyse your need for each type of insurance.
- Providing guidance on suitable insurance definitions.
- Advice to reduce the long term cost of insurance by thousands.
- Advice on structuring premiums to make your cover easily affordable!
Investment Advice Including:
- Designing Your Initial & Ongoing Strategy
- Creating a Tailored Investment Portfolio
- Identifying a Suitable Investment Structure or Platform
- Managing your Tolerance to Risk
- Reducing tax where possible
Superannuation Advice Including:
- Designing a contribution strategy to reduce tax and maximize your ability to retire ASAP
- Selecting a suitable product for your needs
- Maximising the flexibility of your super
Kick Start – Your Financial Future!
Your investment into our Kick Start Financial Knowledge Centre is only
$45 Per Month
One complete view of your Finance
Goals & Objectives Tracker
Live Detailed Transaction Report Across all bank accounts
Automatic Budget Tracker
Weekly Investment Insights & Opportunities
Our Professionally Managed Active & ETF Portfolio's
Access to two mentor programs per month
45 minutes of Complimentary Adviser OR Admin Support per annum!
We also provide targeted Mentor Sessions!
Our selective mentor and coaching programs can educate you on budgeting, structuring your loans, superannuation, SMSF’s, estate planning, gearing and debt recycling. Our aim is to give you the best chance of hitting your goals!
We also provide targeted Mentor Sessions!
Our selective mentor and coaching programs can educate you on budgeting, structuring your loans, superannuation, SMSF’s, estate planning, gearing and debt recycling. Our aim is to give you the best chance of hitting your goals!
Fundamentals to creating a Budget
Learn how to budget effectively by gaining the knowledge of knowing how to automate and structure your banking!
Only $29.95
Selecting Suitable Insurance Cover
Learn what features and definitions will help you save thousands of dollars in premiums but most importantly making claiming easy and more accessible!
Only $29.95
Maximising Superannuation
Learn how super can become your most valuable asset in creating wealth. Learn how to increase your ability to save by using the most tax effective structure available to Australians
Only $29.95
Retirement
Planning
Learn how to make your transition into retirement easy and as stress free as possible! Kate and Matt created $1,009,630 extra in super by 65, and created an investment strategy that delivers a steady and reliable income of over $100,000 per annum.
Only $149.95
Self Managed
Superannuation
Empower your super with the ability to buy any asset you believe will help better your retirement and Learn how to automate the compliance and administration!
Only $149.95
Estate
Planning
Empower and protect your family with the knowledge that will enable the most optimal protection Australian law allow for when protecting against divorce and relationship breakdowns!
Only $99.95
Lending
Advice
Learn how to transform your loans from a liability into an Asset!
Our coaching will also show you what possible when structuring your loans and the most effective ways of saving interest.
Only $99.95
Gearing &
Debt Recycling
Empower yourself with the knowledge of how Gearing can actually reduce your risk when investing!
Our coaching will demonstrate how you can pay off your personal loans and invest in your future simultaneously!
