Follow my BlogJoin us on LinkedINLike us on FacebookFollow us on TwitterFollow us on Youtube

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.

Future Financial Services Blogs

  • Self Managed Super Funds - Is a Self-Managed Super fund appropriate for you?

    In recent times, Self-Managed Super Funds (SMSF) have become very popular and, for many investors, they represent an excellent vehicle to manage their retirement assets.

     

    It is my belief that for many Australian’s who have an SMSF, it is not the most appropriate structure. Truth be known, often the person recommending the fund benefits greatly.  As a financial planner, a SMSF client is gold as they are generally high revenue clients.  The same applies for accountants and those involved with property investment, we are all incentivised to recommend an SMSF. Is this best for the client? Often the answer is yes, it is a great option, however, in a lot of other situations, I’m less confident that an SMSF is appropriate. 

  • Spending money on the important stuff - Spending money on the important stuff

    Recently, one of our young staff members attended an Eminem concert; she described it as one of the best nights of her life. The cost of going to see Eminem for a young person is a lot! However, she had one of the best times of her life, so undoubtedly this was money well spent.

    When considering a budget, people automatically think it’s about spending less. Forming a budget isn’t about spending less, it is about directing your income to the things that are most important to you. Attending a concert is far from an essential cost, but if you get a lot of enjoyment from it, then it is meaningful spending. At Future Financial Services, the essence of what we do in this area is to direct as much of your income as possible to meaningful spending and reducing spending that adds nothing to your life.

Phone: 02 47048585