Follow my BlogJoin us on LinkedINLike us on FacebookFollow us on TwitterFollow us on Youtube

Future Financial Services

Future Financial Services Penrith Provides; Retirement Planning, Wealth Creation, Superannuation & Insurance Planning Advice. 

Future Financial Services is a boutique financial planning firm dedicated to providing personalised, easy to understand advice as our clients go through various life stages.

Our knowledge and experience in relation to legislation and strategies surrounding superannuation, insurance, investments, taxation and Centrelink will enable us to provide you with quality advice to assist you to achieve your financial goals.

Alex McKenzie, the Principal Financial Planner, has been operating as an advisor since 2002 and has serviced clients in varying situations for over 15 years.

Future Financial Services Blogs

  • Self Managed Super Funds - Is a Self-Managed Super fund appropriate for you?

    In recent times, Self-Managed Super Funds (SMSF) have become very popular and, for many investors, they represent an excellent vehicle to manage their retirement assets.

     

    It is my belief that for many Australian’s who have an SMSF, it is not the most appropriate structure. Truth be known, often the person recommending the fund benefits greatly.  As a financial planner, a SMSF client is gold as they are generally high revenue clients.  The same applies for accountants and those involved with property investment, we are all incentivised to recommend an SMSF. Is this best for the client? Often the answer is yes, it is a great option, however, in a lot of other situations, I’m less confident that an SMSF is appropriate. 

  • Financial Dreams - Turning Financial dreams into actionable plans

    If you were to ask people about their financial goals, a small number will have clearly defined goals, about half will have a broad idea, with the rest having no real financial goals at all.

    My experience is that many of these broad financial aspirations fall over as they remain abstract and vague. The amount of times I’ve heard people say things like, “I’m going to be better with my money”, or, “I’m going to get ahead financially”.  Although these goals make sense, they amount to not much more than rhetoric; they don’t aim to achieve anything specific, nor do they have an end point.