Excel Wealth

Financial Planning Southside | Financial Planning Two Mile | Financial Planning Victory Heights | Financial Planning Monkland | Financial Planning Araluen | Financial Planning Nahrunda | Financial Planning Banks Pocket | Financial Planning Jones Hill | Financial Planning Glanmire | Financial Planning East Deep Creek | Financial Planning Chatsworth | Financial Planning The Dawn | Financial Planning Tamaree | Financial Planning Pie Creek | Financial Planning The Palms | Financial Planning Veteran | Financial Planning Long Flat | Financial Planning McIntosh Creek | Financial Planning Fishermans Pocket

Bookkeeping | Home Loans | Refinancing | ABN Registration | ATO Audit Assistance | Accountancy Software | Accounting & Taxation Services | Accounting Management | Accounts Payable and Receivable | Assisting with ATO Related Matters & Enquiries

Bookkeeping | Business Insurance | Buy/Sell Insurance | Cashflow Manager | Centrelink Maximisation | Direct Shares | Finance | Finance Advice | Financial Planning | Gearing

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.