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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.


Aggressiveness within Investment

How aggressive should I be with my investments?

When developing traditional diversified investment portfolios, there is a direct trade-off between risk and return; in essence, the greater the risk you are prepared to take, the higher the potential returns.

Defensive asset classes, such as cash and fixed interest, are far less volatile than growth assets such as shares and property, but also have much lower long-term average returns. When developing an investment portfolio, the greater exposure to growth assets, the higher risk and the higher the potential return.


Written by: Alex McKenzie Categories: Future Financial Services Blog


Financial Dreams

Turning Financial dreams into actionable plans

If you were to ask people about their financial goals, a small number will have clearly defined goals, about half will have a broad idea, with the rest having no real financial goals at all.

My experience is that many of these broad 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, “I’m going to get ahead financially”.  Although these goals make sense, they amount to 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

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