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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.

13
January
2020

Where am I at Financially?

Where am I at Financially?

Last week I turned FORTY! I’m really not sure where all the years went. I think back fondly on my 21st and 30th birthdays and they certainly don’t feel like the 10 and 19 years ago that basic maths tells me they were. Like most milestones, major birthdays can be great cause for reflection and, during the last week, I’ve looked back at all the things I imagined I would have achieved by the time I reached 40.

I feel fortunate that I have achieved many of the goals I had both formally and informally set for myself in my career, my life and financially. However, there are many areas where I have fallen short of my aims. Embarrassingly, as a Financial Planner who is a big believer in superannuation, I have far less money in my super than I’d like. This is a consequence of being self-employed for almost all of my entire working career.

 

Written by: Alex McKenzie Categories: Future Financial Services Blog

08
January
2020

Getting off to a good start in life

Getting off to a good start in life

Thousands of kids have just finished either high school or university and are about to enter the full-time workforce for the first time. This is an exciting time, and also an excellent opportunity to instil great financial habits that will last a lifetime.

When we leave school or university, we are used to living on minimal income and have very few, if any, financial commitments. It’s like working with a blank canvass, we can allocate income to medium and long-term goals without having to forego the spending we have become accustomed to, there is no sacrifice.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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