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.

08
January
2020

Is your family protected?

Are you financially protected?

Insurance and financial protection are never “party talk” and no one ever gets excited about a great insurance policy.  It therefore, stands to reason that most of us rarely think about what insurance we have in place if any, and assess whether it is still appropriate.

When we are young, we like to think we are bullet-proof and things like life insurance and income protection are far from the top of our priority list - some of us just flat out think we don’t need insurance at all. I understand this thinking for sure, no one likes paying insurance premiums!

Written by: Alex McKenzie Categories: Future Financial Services Blog

08
January
2020

Getting the balance right

Getting the balance right

For most of our clients, the financial planning process involves increasing focus to future goals. We encourage them to reduce current spending so they are able to improve their lives in the future. This usually involves directing some income and assets to achieve goals such as buying a house, paying off a mortgage, funding retirement or a big overseas holiday. Today, I’m going to discuss the other type of client, those clients who are natural savers and are now in a position where they can improve their current lifestyle.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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