Future Financial Services
Future Financial Services Emu Plains - Penrith provides; Retirement Planning, Wealth Creation, Superannuation Advice & Insurance Planning Advice. We are a boutique financial planning firm, we are dedicated to providing personalised, easy to understand advice as our clients go through various life stages. Operating throughout Western Sydney, with bases in Penrith, Western Sydney.
Our knowledge and experience in relation to legislation and strategies surrounding superannuation, insurance, investments, taxation and Centrelink will enable us to provide you with quality advice to assist you achieve your financial goals. Alex McKenzie, the principle financial planner, has been operating as an advisor since 2002 and has assisted clients in varying situations for over 10 years.
Future Financial Services is a mobile service and is able to come to you and provide financial advice in the comfort of your home or place of business.
Future Financial Services Blogs
Spending money - on what is important to you
If I mention the word “budget” to a client I can see the resistance immediately in their demeanour and they often disengage at the mere thought of a budget. Most people associate a budget with tightening the belt and sacrifice; this does not have to be the case at all!
A good budget is simply allocating funds to the things that are most important to you. Let’s face it, most of us spend at least a portion of our money on things that really don’t improve our life at all.
Do the budget changes mean the end - of the Transition to Retirement Strategy?
The proposed federal budget changes have gained a lot of attention in the media over the last few weeks. One of the key discussion points is the effect on the Transition to Retirement (TTR) income swap strategy, currently the staple method for pre-retirees to accelerate retirement savings.
Despite some doomsday predictions claiming this to be the end of the strategy, there is still definitely a benefit, however this benefit has been substantially reduced.