Wealth creation & lifestyle recommendations outside superannuation

1. Goal [holiday]

Recommended strategy:

• x

Advantages of strategy [reasons why]

• x

Disadvantages of strategy

• x

Alternatives considered

• x

2. Goal [house deposit]

Recommended strategy:

• x

Advantages of strategy [reasons why]

• x

Disadvantages of strategy

• x

Alternatives considered

• x

do not modify the template to try and fit your recommendations onto 2 pages. What you can do, however, is delete the spacing between the headings (e.g. between advantages / disadvantages, etc.) if you need too.