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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 |
Trauma Insurance is a Waste of Money....Until You Need it!
Posted by Dean McKinnon
on 14 January 2015
There a lot of people that would consider spending thousands of dollars paying for a Trauma Insurance policy is a waste of money...until, that is, they (or someone they know) is diagnosed with cancer, or suffers a heart attack.
Just before Christmas this year, one of our clients was diagnosed with cancer, and as we go through the process of managing the claims process for them, some very real reasons for having a quality Trauma Insurance policy from a reputable life insurance company h...
| Posted in:Why Dean is a LegendInsurance | 0 Comments |
First Priority for 2015 Financial Planning - Your Holidays!
Posted by Dean McKinnon
on 9 January 2015
Vic and I sat down earlier this week, to commence our planning for the 2015 calendar year, and the first item on our agenda? When are we going on holidays?!
Now, you might think that planning for your holidays would be the lowest priority, after having just completed a two-week Christmas/New Year holiday break, but in fact, planning for your holidays should be your first 2015 planning priority. Here's why:
In order to plan for your 2015 financial objectives, you need to know...
| Posted in:Financial Planning | 0 Comments |
