Posted in Retirement

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

5 Top Reasons Why Women Should Review Their Super

Posted by Dean McKinnon on 16 September 2015
5 Top Reasons Why Women Should Review Their Super
  #everyoneneedsaplan to ensure their superannuation is working for them. Whether single or in a relationship; working full-time or part-time, now more than ever it is important that women review their superannuation requirements regularly.  Women need to take control of their superannuation to ensure they are making their investments work for them as effectively as possible to ensure a financially comfortable retirement.  Here are 5 reasons Why Women Need to Review ...
Posted in:SuperannuationRetirement   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 ...
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This Week: GDM | Friday 7 June 2013

Posted by G. Dean McKinnon on 7 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 Pl...
Posted in:Why Dean is a LegendTaxSuperannuationRetirementSocial Security   0 Comments
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