Helping you Create Tomorrow's Wealth Today
The Wealth Playbook
By Andrew Baxter
Your Ultimate Guide to Financial Security
This book provides a simple to follow game plan that will help you make immediate and sustainable progress to your financial goals.
What's more these proven strategies for securing your financial future can help you from virtually any age and any starting point.
Andrew is a great teacher, and how he layers the education makes you more eager and willing to learn his ways.
Michael Eva
21 September 2023
The Wealth Playbook is the perfect tool for everyday people who are looking to get on track, stay on track and ultimately build and optimise their wealth
CF
22 March 2023
Inside the book you will learn
How to Build the Unshakeable Foundations for Success
Confidently Making The Transition to becoming an Investor
Understanding the variety of Assets that make up The Investment Universe and what suits you
The blueprint for actively Managing Your Money
How to apply each step to suit where you are in the journey
Read and Apply These 288 Pages if you want to improve your financial position and achieve your Wealth Goals
Use the strategies outlined in this book and start building momentum now
You will quickly see an improvement in your finances, budget, savings and most importantly your goals
Using The Wealth Playbook, you will have a game plan for whichever stage of life you are currently in - and one that will help you get to the next level more quickly while avoiding many of the potential challenges most investors face.
Better yet, the Wealth Playbook comes with an online learning companion packed full of powerful tools to help you apply your new found knowledge.
The Wealth Playbook Your Ultimate Guide to Financial Security
What the Wealth Playbook will teach you
The Wealth Playbook will provide you with a simple to follow, practical game plan for building your Wealth through the 6 unique phases
Unshakeable Foundations
Understanding your goals and why they are important to you is crucial. Then developing a budget and team to help you on your journey is key.
Transition to Investing
Having a financial safety net in place, as well as understanding risk are two of the crucial skills that bring peace of mind to the world of investing.
Investment Universe
Introducing the due diligence process and the core benefits and weaknesses of the major asset classes will help you in choosing the best pathway for you.
Money Management
Managing money is simply a process. Having flexibility, the correct structuring and making regular adjustments will keep you on track.
Your Playbook
Matching your Wealth Plan to meet and match the Six specific phases of your life is a crucial stage in "life proofing" your wealth journey.
Start here
The first section of this book is all about building your Wealth Foundations.
Money Stories
Understanding your current views about money - "Money Stories" which can have a massive impact on your journey into or avoiding building wealth
Money Stories
Having a game plan does require having goals. Traditional goal setting typically fails. Instead we take a much more robust approach that will keep you on track each day, week, month and year.
Money Stories
Investing requires cash and our budgeting model will help you develop the surplus cash needed to get started.
Money Stories
Building a side hustle is a great way to generate additional cashflow, which when channelled correctly, can compound, grow and give you a terrific jump start in your wealth building journey.
Core Building Blocks
In this section, we cover the core building blocks that can often be overlooked in your Wealth Game plan.
Safety Net
In a World where more households are struggling financially, in some cases, living week to week, building a safety net to ease that pressure is crucially important. Leveraging off the budgeting stage, your safety net will provide greater peace of mind, opportunity and momentum.
Structure
Debt can be a double-edged sword. Exploring what is good, what is bad and how to restructure yourself in a way that has a positive impact on your bottom line is crucial.
Risk Management
So many investors only learn about risk after the fact. This chapter will ensure that you understand risk through the lens of a professional investor, enabling you to make your decisions with your eyes open!
The Investment Universe
This section explores, in detail, the seven major asset groups for you to build your wealth with.
Traded Funds
Casting a very different light on the managed funds sector, will likely prompt you to revise your existing pathway, particularly when you learn more of how Exchange Traded Funds can deliver performance.
Direct Shares
Direct shares offer some unique benefits to investors, particularly when it comes to tax. In addition, a no-nonsense decision checklist will help you avoid FOMO, and instead choose shares that meet your objectives.
Investment Property
The decision making process for buying your home as compared to an investment property are explained, along with a powerful buyer checklist to help you match your goals and outcome. They are both property investments, but the criteria for buying is very different!
Money Management
This section is packed full of practical strategies, techniques and tips for keeping on top of your money
Wealth Plans
Wealth plans need to be dynamic in order to meet the different challenges we all face through life. Having flexibility and plan that evolves on the journey with you is explained carefully through a series of practical steps based on both age and life stage.
Tax Planning and Asset Protection
Having the right structure for you is crucial from a tax planning and asset protection perspective, and this chapter outlines the core decision points for you to consider when getting set up.
Superannuation
Superannuation is the backbone to most people's wealth plan. Understanding how this can be turbo-charged to help provide you with the retirement you deserve is crucial. This chapter looks at the various forms of super and the appropriateness of each for you, depending on your circumstances.
Insurance
Insurance is never high on the list for most people, that is, until they need it! This chapter outlines a variety of different insurances to help you manage risk and enjoy more peace of mind.
Money Dates
Having a regular tidy up of your affairs is crucial, and the handy Monthly/Quarterly/Annual Checklist is perfect for helping you save money and ensure your plan is keeping up with you!
Superannuation
What to do during times of crisis can see many investors panic and make rash decisions. This chapter details practical action steps you may want to consider to protect and profit from these circumstances.
The Six Phases Playbook
This Section provides a practical gameplan to keep you on point, irrespective of you age or stage of the journey.
Want to Start Investing
What's Your Goal
Having clarity on where you want to get to and why.
Knowing Where to Start
Clear step by step actions to get you up and running and keeping you moving forwards
Creating the Cashflow
to Start Building your budget so you can have the spare cash to start investing and keep investing
Already Investing
Avoid Losing Momentum
Flatlining as an investor can be frustrating - you started but its not growing enough.
Diversification
Spreading your wings into new areas that you may not have knowledge or experience with could help enhance returns and reduce risk through diversification.
Life Proof Your Strategy
Making sure you game plan is flexible enough to meet life's challenges. E n
Already Investing
Potential for Reducing Fees
A saving is as good as a profit. Each dollar you save is yours to keep and grow
Having Greater Control
Having more control can also mean peace of mind - who doesn't want that!
Feeling Fulfilled
Enjoy the satisfaction of mastering the money game and winning
About the Author
Andrew lives on his family farm in Byron Bay with his wife, Emma, and their five children.
Andrew is renown for his ability to translate complex finance into simple, everyday, easy to follow processes. His philosophy of no jargon, clear and simple explanations and total transparency have earned him a legion of fans around the World, in and out of the investment and trading industry.
He has spoken alongside some of the world's leading names, including Robert Kiyosaki, Anthony Robbins, Sir Richard Branson and Tony Blair.
Andrew Baxter is a highly regarded keynote speaker across a wide range of topics within the trading and investing space.
Get Started Today!
It is humbling to become your coach, guide or mentor as we help you on the journey to creating tomorrow's wealth today.