Follow my BlogJoin us on LinkedINLike us on FacebookFollow us on TwitterFollow us on Youtube

Future Financial Services

Future Financial Services Emu Plains - Penrith provides; Retirement Planning, Wealth Creation, Superannuation Advice & Insurance Planning Advice. Future Financial Services is a boutique financial planning firm dedicated to providing personalised, easy to understand advice as our clients go through various life stages.

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 to achieve your financial goals.

Alex McKenzie, the principal financial planner, has been operating as an advisor since 2002 and has serviced clients in varying situations for over 14 years.

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.