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The Joy of Money – Cornerstone Wealth Management
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The Joy of Money

Author – By: Kate McCallum, Julia Newbould

Money isn’t just about money. It’s about security. It’s about choices – to live our lives the way we want. It’s about everything money enables you to do and just as importantly what it allows you not to do.

Money is complex. Women know that they need to be smart about money, but are often stopped short- they don’t know where to go, how to start, or who to trust. They feel that most material on money is skin-deep – it’s either about budgeting or investing in the share market. They want expert guidance about money that explains the detail and the big picture, which is the genesis of the Joy of Money.

The Joy of Money starts with the personal foundations of money – what matters most to us, our values, goals and priorities. It then covers the practical elements at the intersection of money and life- creating a system for managing money, career, family, relationships, investment, superannuation, insurance, wills and estate planning and retirement planning.

This comprehensive money guide is designed to bring money to life – to put the joy back into money. You can read it cover to cover or dip in and out of the more pertinent chapters. We can’t guarantee you instant financial freedom – we can give you financial knowledge and step-by-step guides to set you well on your way.

About the Authors

Julia Newbould has a passion for writing, equality, theatre, seventies music, film and finance.
With an academic background in economics and practical experience in journalism, she has contributed and led editorial and content teams for financial services publications and Top 20 ASX listed companies for the past 20 years. She is currently finds an outlet editor-at-large for Money Magazine.

In 2013, driven by a desire to see greater inroads in financial independence for women, Julia established and managed the Stella Network, an initiative supported by BT Finance to support women in financial planning. Julia is an Advisory Board Member for 1Million Women and a Member of the University of Sydney Alumni Council. From 2016 to 2018, Julia served as Treasurer for Women in Theatre and Screen (WITS) and was a Women of Westpac – Global Trends Committee member.

In her spare time, she attends red carpet events, reads voraciously, acts as a mentor for emerging women, and writes under a pseudonym or two.

Kate McCallum co-founded her independent financial advice firm, Multiforte Financial Services in 2007 where she is a Director and Adviser today. She has spent most of her 25-year plus career in the world of investments and superannuation, having held executive roles with leading financial services firms. Kate is often asked to speak at conferences and to contribute to money matters for the media.

Kate has a Bachelor of Arts, Master of Commerce, and post-graduate qualifications in Applied Finance & Investment and in Financial Planning. She is Chair of FINSIA’s NSW Council and National Chair of the Association of Financial Advisers'(AFA) Inspire women’s community. Kate won the AFA Female Excellence in Advice Award and her business, Multiforte, was a top three finalist in the AFA’s national award for Practice of the Year in 2018.

Kate has two sons, and two dogs. She has an ever-growing array of passions – including skiing, hiking, yoga, good film, music and theatre, and fashion.

Posted in Book Reviews