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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.

02
June
2016

Turning Financial dreams into actionable plans

SMART goals

At the beginning of the New Year it is a tradition to set out a list of New Year’s resolutions that although well intentioned are normally forgotten by February, amongst these resolutions many people include quite a few financial goals.

My experience is that many of these financial aspirations fall over as they remain abstract and vague. The amount of times I’ve heard people say things like I’m going to be better with my money or get ahead financially.  Although these goals make sense, they amount too not much more than rhetoric, they don’t aim to achieve anything specific, nor do they have an end point.

Written by: Alex McKenzie Categories: Future Financial Services Blog

01
June
2016

Trusting Super

an outstanding tool to build wealth for retirement

I’ve lost count on how many times I’ve had a client tell me they don’t believe in Superannuation or Superannuation is too risky along with numerous other misgivings surrounding investing in Superannuation. These comments come from the association of the assets that the Superannuation is invested rather the Superannuation itself.

I feel the mistrust comes from two main sources, the early superannuation products were often restrictive and heavy on fees, and the vast majority of Superannuation funds invest primarily in shares and are often more aggressive than the risk profile of the investor.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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