The Wealth Creation Academy is here to help you take control of your finances and by implementing some small changes in your life now, make a difference to your retirement in 5, 10 or 15 years’ time.
Many people are either too scared or too embarrassed to talk to a financial planner as they think they do not have enough money to start investing. There is only one way this will change and that is when:-
- You make the time to learn about money,
- Learn the simple wealth creation strategies available to you now and in the future as your funds grow;
- Understand how the tax system works in Australia; and
- Understand how your superannuation works in Australia.
You may not have enough money in your personal name to invest, but an investment most people forget about which they own and can control is their superannuation fund. My wish is for you to take away from each of these courses how to make the most of your superannuation and what you can do to increase your superannuation balance over the next few years before you retire.
You may think you cannot afford to meet with a financial planner or you may not trust them after all the media reports in the past few years, well this is your next best option.
It is up to YOU to learn and then TAKE ACTION to implement what you learn. Only then will you see a change to your bank account and/or superannuation balance in the future.
Rita Zappulla
Rita Zappulla is the Principal of SMSF Strategic Advisors and Strategic Business Insights. Rita has over 30 years' experience in the financial services industry having commenced her career as a chartered
accountant and now works as a certified financial planner and business coach/mentor. This combination of experience, expertise and qualifications gives Rita a comprehensive understanding of business structures and the Australian tax and superannuation laws. In 2000 Rita began to specialise specifically in the financial planning sector, focusing on self-managed superannuation funds and superannuation advice, retirement planning, estate planning and succession planning.
Rita is passionate about helping small business owners to retire, save tax and to be financially independent for their retirement.