31
July
2017

Developing a Spending plan

Developing a short term Spending Plan

The key to financial success is being efficient with your spending. The aim of this is not being overly restrictive, but instead making conscious decisions with what we spend our money on.

If you are able to identify what is important to you and allocate your income to these things it is likely to lead to a higher standard of living.

We assist our clients in identifying the aspects of their ongoing lifestyle that are most important, nominate things they would like to achieve in the short to medium term (1-3 years) as well as things they would like to achieve in the long term.

 

These are the things that are most important to the client; we than develop a spending plan to allocate income and assets to achieve these goals.

Author; Alex McKenzie Categories: Future Financial Services Blog

About the Author

Alex McKenzie

Alex McKenzie

Owner at Future Financial Services

Past:

  • Paraplanner at Zammit Partners Investments
  • Unit Trust Administrator at Colonial First State

Education

  • University of Western Sydney
  • Penrith High

About

As a Financial Planner I help people to achieve what they would like in life. This involves helping you to identify the things in life they would like , developing plans to help achieve them and strategies to protect what you already have. We do this by providing Financial Advice to guide you through your life stages.

The financial planning process involves determining a clients current situation and financial objectives and tailoring strategies to assist in best achieving those objectives.

I am an expert in superannuation, investments and insurance, these are tools we use to help you achieve your goals.

I aim to use my knowledge of superannuation, taxation and Centrelink to efficiently use your assets and income to achieve your financial goals.

Retirement and pre-retirement planning, wealth creation, asset protection, insurance planning and estate planning are all areas of advice that I provide.

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