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The One Page Financial Plan: Everything You Need to Successfully Manage Your Money and Invest for Wealth Creation


The One-Page Financial Plan is a comprehensive, step-by-step handbook for getting the most out of your money. Financial advisor Sam Henderson shows you how to tailor a financial plan that not only meets all your goals and needs, but fits on just one page.

Learn to manage your assets effectively, whether you’re a young person just starting out, or an experienced professional preparing for retirement. Inside you’ll learn how to:

• Manage your money successfully

• Structure your investment portfolio

• Navigate tax laws

• Plan your income for retirement

The One-Page Financial Plan offers simple, straightforward financial planning advice and makes taking control of your finances as easy as one, two, three.

Sam Henderson is CEO and Senior Financial Advisor at Henderson Maxwell, a multi-award winning, independently owned financial advisory firm with clients across Australia. Sam is the financial expert on Network Ten’s The Project, and can be seen as the host of Foxtel’s Sky News Business program Your Money, Your Call every Friday. Sam contributes to print media including Money magazine and The Australian Financial Review, and is a regular keynote speaker for the Australian Securities Exchange (ASX) and at retirement expos around Australia.

Visit or follow Sam on Twitter @henderson_sam.


About the author iv

Introduction: your personal financial revolution v

1 Taking the first steps 1

2 Increase your income and make the most of your salary 23

3 Legally reduce your tax 36

4 Asset classes and portfolio construction 48

5 Property investment is easy 78

6 Shares for intelligent investors 110

7 Boost your super and reduce your tax 137

8 Self managed super funds (SMSFs) 168

9 Borrowing money to make money 184

10 Risk management and insurance 204

11 Centrelink and social security 219

12 Aged care 239

13 Estate planning 253

14 Twelve strategies to instantly boost your wealth 267

15 Completing your one-page financial plan 296

16 Your next steps: advice or DIY? 316

Index 324