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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.


Spending money on what is important to you

Are you managing your spending well?

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.

Written by: Alex McKenzie Categories: Future Financial Services Blog


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.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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