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Financial Planning | Retirement Planning | Accounting | Accounts Receivable & Payable | Advocacy services | Aged care solutions & accommodation bonds | Annuities, insurance & funeral bonds | Bank Reconciliations | Brokerage service available for direct share purchases | Business Accounting & Business Advisory

Access to all the major lenders & Great 2nd tier lenders. Fixed & Variable rate Loans | Financial Advisory Services | Offset accounts, extra repayments without penalty

What is financial planning?

In essence, financial planning is evaluating an individual’s current income, expenses and assets in order to calculate a future financial situation.

Are financial planning fees tax deductible?

You may be able to claim financial planning fees if they’re in relation to producing assessable income in the future.

What is a financial forecast?

A financial forecast estimates the predicted future income, whereas a financial plan prepares the necessary steps required to generate future income.

What is financial planning for a business?

Financial planning for a business is determining how it can afford to achieve its strategic goals.