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Future Financial Services Blog

by Alex McKenzie

Financial planning advice to guide you through your life stages. Financial advice for when you are looking to buy your first home, start a family or looking to retire. This blog aims to show the relevance of Superannuation, insurance and investment for everyday families.

19
January
2018

Good saving habits

Forming good saving habits early

At our office, we firmly believe the earlier you start saving, the better.   We encourage our clients to get their children to come to see us soon as they get their first job, we even offer a free financial plan for them. Habits formed early, good or bad, usually last a lifetime. For this reason, as soon as young people start their first job, it is great if they can start to plan their finances.

 

When most young people start working they have very few, if any, expenses; they also have very few goals that seem achievable.  As a consequence, the majority of their money is spent on things that are meaningless and add very little value to their lives. Many of us continue to do this for most of our lives.

Written by: Alex McKenzie Categories: Future Financial Services Blog

19
January
2018

Estate Planning

There is more to Estate planning than having a Will

Estate planning is comfortably the most neglected aspect of financial planning.  People don’t like thinking about the inevitable, I certainly don’t, but none-the-less it is important. For a lot of people, once they have a Will they think they have their estate planning covered.

 

Whilst getting a Will is a great start, a number of assets don’t make up part of a deceased’s estate and other provisions need to be made. The fact that these assets don’t make up part of the deceased estate can also present opportunities for Estate planning strategies.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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