Posted in Financial Planning

The Top 5 Tips For Choosing Your Financial Planner

Posted by Dean McKinnon on 14 October 2015
The Top 5 Tips For Choosing Your Financial Planner
Choosing a Financial Planner or Financial Advisor can be a difficult process, particularly if you have never had any dealings or experience with financial issues in the past, so here are my TOP 5 TIPS for helping you choose the right financial planner for your particular needs.   1. Firstly, you need to determine if you require a Financial Planner, or a Financial Adviser. A Financial Planner generally differs from a Financial Adviser in that a Planner provides you with a F...
Posted in:PropertyTaxSuperannuationRetirementMortgages and FinanceInvestmentInsuranceFinancial PlanningSocial Security   0 Comments

Top 5 Tips for Financial Planning In Your 50s

Posted by Dean McKinnon on 7 October 2015
Top 5 Tips for Financial Planning In Your 50s
Uh-oh, the fun-time 40s are over, and the financial-planning 50s have begun!
It's actually not that bad. Your 50s are the time  which you can use to fine tune your financial plan that will likely mean you don't have to work any longer. Financial independence is so close you can just about smell the coconut palm trees! So that's got to be good has it not?!
In your 50s, it's time to stop thinking "someday I would like to be financially independent...
Posted in:PropertyTaxSuperannuationRetirementMortgages and FinanceInvestmentInsuranceFinancial PlanningSocial Security   0 Comments

Top 4 Tips for Financial Planning In Your 40s

Posted by Dean McKinnon on 25 September 2015
Top 4 Tips for Financial Planning In Your 40s
You are in your 40s now you have officially become the parents of your youth! Your 40s is when the serious financial planning becomes a priority and not just something you will eventually get around to starting one day.
Whilst "retirement" was the ultimate end goal for your parents' generation, "financial independence" is now the bulls eye for which you will likely be aiming when you are in your 40s.
  Gone are the days of the "week-days: ...
Posted in:PropertySuperannuationMortgages and FinanceInvestmentInsuranceFinancial Planning   0 Comments

Top 3 Tips for Financial Planning In Your 30s

Posted by Dean McKinnon on 17 September 2015
Top 3 Tips for Financial Planning In Your 30s
The wild and crazy party days of your 20s are done!
#everyoneneedsaplan - You are in your 30s now, and it's time to get serious about your financial plan to secure your financial future.
Of course everyone is different, some people want to start a family, others want to continue to build their career, but either way when you are in your 30s. You need to start thinking about how you are going to build your financial assets for that time in the future when you will not have...
Posted in:PropertyMortgages and FinanceFinancial Planning   0 Comments

6 Top Things You Need to Know When Planning Your Retirement

Posted by Dean McKinnon on 9 September 2015
6 Top Things You Need to Know When Planning Your Retirement
#everyoneneedsaplan when thinking about retirement.  However, most of us don't start thinking about it until we are almost ready to retire and think that our Superannuation will be enough.  In reality, most people are underprepared for retirement and the comfortable lifestyle they have worked for may not be so comfortable. Planning for Retirement should not just involve financial plans, you also need to plan your lifestyle when you no longer work.  A sound financial ...
Posted in:RetirementFinancial PlanningSocial Security   0 Comments
McKinnon Financial Planning Pty Ltd ABN 74 155 233 784 Australian Financial Services Licence 417488 | McKinnon Financial Services Pty Ltd ABN 82 056 817 648 Australian Credit Licence 392173 | General Advice Warning: Information contained in the pages of this website is of a general nature only and has not taken into account your particular circumstances. You should consider whether any strategies and or investments mentioned in this website are suitable for you and seek personal advice from a licenced investment adviser before making any investment decision.
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