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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.

09
May
2012

Budget Changes to Superannuation

The Budget and how it affects you

The latest federal budget has introduced a number of proposals that will affect the superannuation system; this will greatly influence superannuation strategies, particularly for those nearing retirement and high income earners.

Written by: Alex McKenzie Categories: Future Financial Services Blog

19
April
2012

Dispelling the Myth

Only the rich need a financial planner

The greatest myth surrounding Financial Planning is that many believe that it is a luxury for the rich; this is definitely not the case.

The common misconception revolves around many believing the main role of the planner is to invest their money, with the logical conclusion, if I have no money I don’t need a financial planner.  The truth is that Investment of funds is only one function of the financial planner. The role of the financial planner is to assist in identifying financial goals and develop strategies to effectively use your assets and income to achieve those goals. This is a broad all encompassing statement,  but none the less true.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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