This value refers to all forms of your salary, wages, Child Income Support, earnings from Shares, Income from Investments, your property portfolio, bonuses, overtime and family benefits.
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Whether you are a home owner (occupier), investment or portfolio owner (landlord) or if you are simply paying rental fees.
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This expense should be calculated for all cost that fall under the following main categories; personal loans, car loans, credit cards or Credit Union loans
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Personal costs include all groceries and costs associated with everyday expenditures school fees, school activities, ongoing doctors/GP fees and Dentistry fees
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These costs include Fuel expenses, repairs, parking, tolls, lease agreements, fares or public transports expenditures, general maintenance & upkeep.
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These include regular Savings, Pension Contribution & Pension payouts. This is a fund into which a sum of money which is paid during the duration of your employment years and from which payments are drawn to support your retirement from work in the form of periodic payments.
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This includes creche fees, baby-sitting costs and regular & ongoing childminder costs, which may apply on a monthly basis.
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These costs include: Home & Content, Health Insurance, Life Insurance, Income Protection, Mortgage Protection & Life Assurance insurance policies. WARNING: Do you reduce, cancel or make changes to any life assurance contract or personal protection plan until you discuss same with a financial or insurance advisor.
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These can include all/any other additional expense outlays which need to be accounted for i.e. Hobbies & Interest, Sport & Recreations, Holidays, Pet expenses & Membership subscriptions, etc.
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Income
Expenses
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Pension contributions provide tax relief up to your marginal rate of tax.
Every percentage of growth is tax free
25% of the fund is tax free on retirement, and potentially more in certain circumstances
Core & Satellite Approach
We employ a simple approach where we have a core fund as your lump sum and your regular monthly investment is the satellite fund, both have two different fund strategies and risk profiles.
Did you realise the following;
You can insure your entire family for a low cost per day/per month
Tax relief is payable on income protection at marginal rate so cost can be reduced by 40% pa
If you run a small business, your life cover, income protection and keyperson life cover can be paid via your Company/business.