Humphrey Partners

Financial Planning Petrie Terrace | Financial Planning Brisbane City | Financial Planning Fortitude Valley | Financial Planning Brisbane CBD | Financial Planning Brisbane | Financial Planning Brisbane Western Suburbs | Financial Planning Brisbane Southside | Financial Planning Brisbane Northside | Financial Planning Kelvin Grove | Financial Planning Red Hill | Financial Planning Herston | Financial Planning Paddington | Financial Planning Milton | Financial Planning Bowen Hills | Financial Planning New Farm | Financial Planning Teneriffe

Estate Planning | Retirement Planning | Financial Planning | Superannuation Advice | Personal Insurance | Self Managed Super Funds | Cash Flow Management | Financial Services | Investment Advice | Succession Planning

Finance Broker | Mortgage Broking Service

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.