Leah Anderson & Associates

Financial Planning Lemon Tree Passage | Financial Planning Salamander Bay | Financial Planning Port Stephens | Financial Planning Soldiers Point | Financial Planning Mallabula | Financial Planning Corlette | Financial Planning Tanilba Bay | Financial Planning Anna Bay | Financial Planning Bobs Farm | Financial Planning Fishermans Bay | Financial Planning One Mile | Financial Planning Pindimar | Financial Planning Boat Harbour | Financial Planning North Arm Cove | Financial Planning Nelson Bay | Financial Planning Tilligerry Creek | Financial Planning Carrington | Financial Planning Tahlee

Financial Planning | Business Services | Financial Statements | Investment Loans | Taxation | ABN Registration | ATO Audit Assistance | Audits | BAS & GST | Bookkeeping

Financial Advice | Audits | Business plans | Financial Plans | Formation of companies and trusts | MYOB | MYOB Support | Reckon | Xero

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.