Leo Wealth

Financial Planning Springfield | Financial Planning Green Point | Financial Planning East Gosford | Financial Planning Erina Heights | Financial Planning Kincumber | Financial Planning Picketts Valley | Financial Planning Holgate | Financial Planning Gosford | Financial Planning Point Frederick | Financial Planning Matcham | Financial Planning Yattalunga | Financial Planning Mount Elliot | Financial Planning Wyoming | Financial Planning Saratoga | Financial Planning North Avoca | Financial Planning Avoca Beach | Financial Planning Davistown | Financial Planning Terrigal | Financial Planning Point Clare

Financial Planning | Retirement Planning | Superannuation | Estate Planning | Investment Advice | Life Insurance | Bookkeeping | Wealth Creation | Accounting | Income Protection

Financial Advice | Investment Life Insurance Products | Life Risk Insurance Products | MYOB | Retirement Savings Account Products | Virtual CFO Services | 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.