Investor Desk Melbourne

Financial Planning Melbourne Eastern Suburbs | Financial Planning Melbourne CBD | Financial Planning Melbourne Northern Suburbs | Financial Planning Melbourne | Financial Planning Melbourne Western Suburbs | Financial Planning Docklands | Financial Planning South Wharf | Financial Planning West Melbourne | Financial Planning South Melbourne | Financial Planning East Melbourne | Financial Planning Cremorne | Financial Planning Albert Park | Financial Planning Richmond

Business Loans | Home Loans | Insurance | Refinancing | Retirement Planning | Construction Loans | Equipment Finance | Estate Planning | Financial Advice | Financial Planning

Financial Advice

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.