Kelly Wealth Services

Financial Planning Cairns City | Financial Planning Westcourt | Financial Planning Cairns | Financial Planning Bungalow | Financial Planning Portsmith | Financial Planning Manunda | Financial Planning Manoora | Financial Planning Mooroobool | Financial Planning Earlville | Financial Planning Edge Hill | Financial Planning Woree | Financial Planning Kanimbla | Financial Planning Whitfield | Financial Planning Aeroglen | Financial Planning East Trinity | Financial Planning Bayview Heights | Financial Planning Glen Boughton | Financial Planning White Rock | Financial Planning Brinsmead

Financial Planning | Superannuation | Bookkeeping | Estate Planning | Retirement Planning | Financial Statements | Financial planning | Income Protection | Bookkeeping Services | Business Activity Statements

Allocated pensions | Business insurance | Business lending | Car loans | Construction insurance | Financial Planning | Financial planning | Home insurance | Home loans | Insurance

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.