Carnegie Financial Services

Wealth Education

‘Knowledge is Power” Martin Luther King

Part of our ongoing commitment to our clients is to provide a constant source of Wealth Education.

On this page you will find information that will guide you on your Wealth Journey.

Please visit this page often as it will be our means of communicating and sharing our knowledge with you.

Carnegie Financial Planning  Financial Services Guide

This guide provides you with an overview of our Financial Planning services and is recommended reading prior to our first  meeting.

• Carnegie Financial Planning's Financial Services Guide

The Wealth Education Series

The Wealth Education Series provides general information on a range of Financial Planning subjects. Reading this series will prepare you to face the challenges of protecting, building and managing your wealth.

The Understanding Series

Written by MLC this series provides a wealth of information on Financial Planning, Investments and Insurance. It is recommended reading for anyone wanting to make smart decisions about money.

• Understanding Business Insurance
• Borrowing to Buy Property in your Self Managed Super Fund
• Understanding Debt Management
• Understanding Estate Planning
• Understanding Exchange Traded Funds (ETFs)
• Understanding Gearing
• Understanding Insurance
• Understanding Investment Concepts
• Understanding Retirement Planning
• Understanding Social Security
• Understanding Wealth Accumulation (Non-Superannuation)
• Understanding Wealth Accumulation (Superannuation)
• Running a Self Managed Super Fund Your Roles and Responsibilities as a Trustee- Australian Taxaxtion Office
• How Your SMSF is Regulated - Australian Taxation Office

The Wealth Education Bulletin

The Wealth Education Bulletin (WEB) keeps your informed on topical issues  that concern all of us seeking to control our financial destiny. Each WEB will focus on a specific topic or issue to help you build, protect and manage your wealth.

• WEB Federal Budget 2011
• WEB Smart End of Financial Year Strategies 2011
• WEB Ten Simple Rules for Wealth Builders - August 2011

Carnegie Financial Planning Newsletter