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Posted in Investment
Negotiating Property Purchase for Client
Posted by G. Dean McKinnon
on 12 August 2014
Today, I started the process of acting for a client for the proposed purchase of a commercial property. Following is a list of reasons why appointing an independent representative to act on your behalf, when negotiating the purchase of a property, may help you make the whole process a lot less stressful:
The independent representative usually does not have an emotional or financial stake in the transaction, which may increase your chances of achieving your budgeted purcha...
| Posted in:Why Dean is a LegendTaxSuperannuationMortgages and FinanceInvestment | 0 Comments |
How to Achieve 50% Return on Your Investment: Government Guaranteed!
Posted by G. Dean McKinnon
on 11 June 2014
Usually I don't like these types of 'too good to be true' statements, but this one is actually legitimate.
The federal government's Superannuation Co-Contribution Scheme is still available, but with some limitations:
Your assessable income for the 2014 Financial Year has to be no more than $33,516
You have to make a non-deductible contribution to your super, before 30 June 2014
The federal government will co-contribute 50% of your contribution, up to...
| Posted in:SuperannuationInvestmentFinancial Planning | 0 Comments |
GDM Assists Client to Research Business Premises
Posted by G. Dean McKinnon
on 16 September 2013
One of my Total Service Clients is assessing commercial premises to purchase, which they will use for their own business. This will be their first commercial property, so they have requested I assist them with their research.
I have been co-ordinating with the client and several real estate agents, including obtaining detailed property research reports for various properties (free of charge, as they are a Total Service Client), to assist the client assess if the property is suitable fo...
| Posted in:Why Dean is a LegendSuperannuationMortgages and FinanceInvestment | 0 Comments |
This Week: GDM | Purchase Your Own Business Premises
Posted by G. Dean McKinnon
on 12 August 2013
I had a client contact me earlier this week, to discuss options for purchasing their current business premises, which they are leasing, but have been given the opportunity of purchasing.
I have only ever arranged Vehicle Finance for this client, and they are not a Total Service Client, but that doesn't mean I may not be able to help in some way.
I had a general idea of the client's circumstances, given my past dealing with them, so I was able to discuss the general issues r...
| Posted in:Why Dean is a LegendMortgages and FinanceInvestment | 0 Comments |
This Week: GDM | Friday 28 June 2013
Posted by G. Dean McKinnon
on 28 June 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Plann...
| Posted in:EconomicMortgages and FinanceInvestmentInsurance | 0 Comments |
