Independent Wealth Management

Financial Planning Clear Island Waters | Financial Planning Broadbeach Waters | Financial Planning Mermaid Beach | Financial Planning Broadbeach | Financial Planning Robina | Financial Planning Isle of Capri | Financial Planning Miami | Financial Planning Varsity Lakes | Financial Planning Merrimac | Financial Planning Bundall | Financial Planning Benowa | Financial Planning Carrara | Financial Planning Mudgeeraba | Financial Planning Surfers Paradise | Financial Planning Burleigh Waters | Financial Planning Chevron Island | Financial Planning Burleigh Heads | Financial Planning Reedy Creek | Financial Planning Worongary

Financial Planning | Retirement Planning | Estate Planning | Home Loans | Superannuation | Refinancing | Superannuation Advice | Tax Planning | Business Activity Statements | Debt Consolidation

Home Loans | Investments | Asset Finance | Bankruptcy | Borrowing Money | Business Growth | Business Insurance | Chattel Mortgage | Commercial & Business Loans | Corporate Finance / Mergers & Acquisition

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.