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Guides To Finance

Access resources and guides for managing your finances with Point B Planning, bringing you one step closer to achieving your financial goals.

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Point B Planning

Managing your finance

Financial service guide (Part 1)

A guide that contains information about Point B Planning providing you with financial advice.

Financial service guide (Part 2)

An additional guide that contains information about Point B Planning providing you with financial advice.

Pyramid of financial success

Quick guide to an overall health check.

Rebuilding super after COVID

Withdrawn from super as part of the COVID early access scheme? here are some tips to get your super back on track.

Estate planning

Get the ball rolling with some simple estate planning ideas.

Job keeper guide

Quick guide to the changing Job Keeper requirements.

Super and saving tax

Quick ideas on how to save tax whilst building your super.

Downsizing contributions

Guide for those 65+ on using the downsizer contribution to boost their super after July 1, 2018.

First home super saver scheme

First-time homebuyers using the FHSSS to save in super.

Cash emergency fund

Quick tips to build a cash emergency fund for an unexpected rainy day.

Enduring power of attorney

A quick tip to powers of attorney.

Resources

Guides To Finance

Managing your finance

Financial service guide (Part 1)

Financial service guide (Part 2)

Pyramid of financial success

Rebuilding super after COVID

Estate planning

Job keeper guide

Super and saving tax

Downsizing contributions

First home super saver scheme

Cash emergency fund

Enduring power of attorney

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