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Financial Planning in Action: Trip to Europe
Posted by Dean McKinnon
on 14 September 2012
Here's an example of how easy it can be to plan your future with a professional Financial Planner.
One of our client's recently contacted me to discuss if they could afford a trip to Europe in 2013.
As they were a Total Service Financial Planning Client, we had all of their updated information on file, including their current Expenditure Analysis and details of their Income.
I completed the projection this morning for them and determined that they could afford to pay fo...
| Posted in:Why Dean is a LegendTaxFinancial Planning | 0 Comments |
QLD First Home Buyer Construction Grant
Posted by Dean McKinnon
on 11 September 2012
The Newman QLD Government handed down its first Budget today.
They are introducing a First Home Buyer Concession Grant of $15,000 for those buying their first new home, however, there is a catch.
In order to get the Grant, you will need to buy a newly-built home, or construct a new home of your own.
I assume that means the current $7,500 First Home Owner Grant will be abolished, which means if your first home is an existing property, you'll get nothing.
The hand giveth,...
| Posted in:Mortgages and Finance | 0 Comments |
Australian Share Market Making Positive Gains
Posted by Dean McKinnon
on 7 September 2012
The Aussie Share Market is showing signs of making positive returns.
The S&P/ASX 300 Accumulations Index returned 2.14% in August 2012, bringing the 2012 Year to Date Return to 9.76%.
The good news is that it's not the mining sector making the big gains: Healthcare was one of the better performers up 9.90%, with Food & Drug Retailers up 6.40%, and the Retail Sector up 5.70%.
| Posted in:EconomicInvestment | 0 Comments |
What Does a Financial Planner Do?
Posted by Dean McKinnon
on 6 September 2012
I quite often get asked 'what is it that you actually do, Dean?', apart from dinking a lot of coffee and going to 'seminars'. I think the following sums up what I do as a professional Financial Planner:
I find out all about you: where you are now, where you want to be, what you want and what you have.
Then I come up with the best way to help you get what you want, and get you where you want to be.
Then I co-ordinate everything and everyone to make it happen.
...
| Posted in:Financial Planning | 0 Comments |
