Investment Manager & Private Wealth Advisor
Australian taxation and investment rules are very unique. Within these rules lie golden eggs that when used correctly can provide an impressive level of financial efficiency and synergy leading to a simple, easy-to-follow, reliable and growing annual retirement income stream that makes sense..
It stands to reason that we should learn how to make the system we live with, work for us. Super Smart Money is designed to help Australians use all of our investment rules in order to establish and maintain financial security for themselves and their families.
Author of Amazon Best Seller “Super Smart Money”
A Guide to the most efficient retirement income streams for Australians
KNOW WHAT YOU OWN. OWN IT DIRECTLY.
HAVE THE RIGHT INVESTMENT STRUCTURE.
DEAL DIRECTLY WITH THE INVESTMENT SPECIALIST.
- How to get longevity out of your retirement savings
- How to get peace of mind with your financial position
- How to get a reliable and growing annual tax free income stream
- How to be mindful of the “end game” (retirement) with your investments
- How to understand matching the right assets with the right investment structures
In my book I cover the investment fundamentals listed below and much more
How to make your savings last?
What structure to hold your wealth in?
What assets to hold in those structures?
What is private wealth advising?
Independent advice?
Shares / Property / Cash?
What fundamentals are essential to know?
How could all this actually be simple?
A plan that anyone can follow and see?
100% transparency?
Faults at the heart of most retirement plans?
Understand the “end game”
Who is Michael Holmes?
A licensed senior private wealth adviser, stockbroker, derivatives adviser, and accredited self-managed superannuation specialist, Michael Holmes manages millions of client dollars. He specialises in retirement investment solutions, notably growing tax-effective income streams for retirees and pre-retirees.
Holmes teaches investors the importance of how and why retirees should participate in controlling their investments directly, by providing simplicity and transparency amidst the vast complexity and intricacy that is the investment world.
See what my clients have to say about my private wealth strategies
“I would, and have, recommended Michael’s services”
Michael Holmes has taken the guess work out of managing my retirement affairs. He immediately put me at ease and provided relevant information and regular updates regarding my superannuation account.” Christine Wheatland, New Farm Brisbane
Michael stands out as a committed adviser who focuses on the best long-term path for his clients providing excellent analysis and thoughtful advice. Michael has been an important trusted adviser to me for over 8 years and he continually strengthens the confidence and trust I place in him through his ability to stay honest and candid while focusing on delivering the very best end game
We met Michael just over a year ago and had an instant rapport. Michael is one of nature’s gentlemen and has taken the hassle out of looking after our SMSF, and he continues to assist us to manage our fund towards retirement and beyond.
In my role as a senior administrator I deal with hundreds of investment advisers, and I see what investment results they achieve for their clients. It’s not only that Michael’s results really impress me, but the way he cares about his clients that is most impressive. I wouldn’t hesitate to let him manage my investments
Michael’s proven strategy takes the mystery out of investing whilst keeping the entire process transparent and simple, and as a bonus his passion and enthusiasm is infectious.
No cowboy here, Michael gives me sound advice about staying the course with known long term winners. I am happy to stay the course with him. He gets to know your goals not just his. He’s my trusted advisor.
Having been in a company provided superannuation fund for over thirty years I was reluctant to enter the world of SMSFs. However Michael’s enthusiasm and clear explanations convinced me to change. I now enjoy watching my personal wealth grow and I enjoy the transparency of seeing and following all of the investments that I own. it’s actually quite a simple solution; and best of all it works
From my first meeting with Michael I was impressed with his passion and belief for Self-Managed Superannuation Funds. His willingness to put his client’s future wealth first. His passion to be the best in his field, and his focus on achieving his goals. He continues to impress me in all these areas and the way he has built a very respected business and reputation with his clients
Michael gets it – personal wealth creation is not hard, and shouldn’t be made to appear hard. It takes knowing what is important, and not being distracted by everything else. To paraphrase Albeit Einstein, “Michael makes personal wealth creation as simple as possible, but no simpler.” In doing so in this book, he destroys several commonly-held but mistaken beliefs and shows his sophisticated but simple approach to creating wealth for his clients