Resources

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.

Guides
Point B Planning

Managing your finance

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Financial service guide (Part 1)

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

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Financial service guide (Part 2)

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

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Pyramid of financial success

Quick guide to an overall health check.

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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Withdrawn from super as part of the COVID early access scheme?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.

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Estate planning

Get the ball rolling with some simple estate planning ideas.

Work life balance - Post COVID - Point B Planning

Job keeper guide

Quick guide to the changing Job Keeper requirements.

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Super and saving tax

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

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Downsizing contributions

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

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First home super saver scheme

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

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Cash emergency fund

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

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Enduring power of attorney

A quick tip to powers of attorney.

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