Basic Steps to Prepare for Making a Will
Posted by Dean McKinnon
on 10 February 2015
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The cost of preparing a Will may be significant, depending on how long it will take a legal advisor to understand your particular requirements, in order to prepare a legal document that reflects your requirements. But you can help reduce the costs, by preparing the basic information your legal advisor will require, before you meet with them (as you may know, most solicitors charge by six minute increments!).
To help you get started, I have put together a basic list of information ...
| Posted in:Financial Planning | 0 Comments |
Vehicle Finance Rates Drop: 4.45% With No Ongoing Fees
Posted by Dean McKinnon
on 4 February 2015
We have just received an updated Rate Bulletin from one of financiers that has reduced their vehicle finance rates to as low as 4.45% - basic conditions summarised below:
New and used vehicles up to 3 years old receive the same rate
Business-use borrowers only (if you're unsure if your vehicle will meet the business-use criteria, contact us for a free assessment)
No ongoing fees (a lot of the 'low rate' offers often include a monthly fee, which adds to the o...
| Posted in:Mortgages and Finance | 0 Comments |
Basic Steps to Completing a Financial Plan
Posted by Dean McKinnon
on 28 January 2015
One of the main reasons most people do not achieve their financial or personal goals is because they have'nt made a Plan. That's why the team at MCKFS firmly believe 'everyone needs a plan'!
So if you are thinking of developing a financial plan for yourself, here's a summary of the basic steps you will need to follow to make your Financial Plan a reality:
Write down a list all of your objectives (financial and personal; the cost; and the date due)
Writ...
| Posted in:Financial Planning | 0 Comments |
Buying a Property? Here's a List of Documents Needed For Your Mortgage Application
Posted by Dean McKinnon
on 21 January 2015
It's a common question - 'what do we need to complete our mortgage application?'. Usually, time is critical, as the finance clause on the purchase contract is only two weeks.
Of course every borrower's circumstances are different, and different mortgage lenders require different information (I just realised that's a lot of 'different'), but here's a list that will give you a good start:
Copy of the Property Purchase Contract (the signed copy...
| Posted in:Mortgages and Finance | 0 Comments |
MCKFS Office Closed for Australian Day Public Holiday
Posted by Dean McKinnon
on 19 January 2015
The team at McKinnon Financial Services hope you and your family enjoy your Australia Day holiday next Monday, the 26 January 2015.
Our office will be closed for the public holiday, but it will be business as ususal from Tuesday, 27 January 2015.
If you need anything urgently on the day, you can still call our office and leave message. Your message will then be forwarded to Dean and Vicky's mobile phones, for immediate action.
| Posted in:Company Update | 0 Comments |
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