McGregor Wealth Management

Financial Planning Noosa | Financial Planning Sunshine Beach | Financial Planning Noosaville | Financial Planning Sunrise Beach | Financial Planning Castaways Beach | Financial Planning Tewantin | Financial Planning Weyba Downs | Financial Planning Marcus Beach | Financial Planning Cooroibah | Financial Planning Peregian Beach | Financial Planning Tinbeerwah | Financial Planning Peregian Springs | Financial Planning Verrierdale | Financial Planning Doonan | Financial Planning Lake Macdonald | Financial Planning Ringtail Creek | Financial Planning Coolum Beach | Financial Planning Boreen Point | Financial Planning Yandina Creek

Bookkeeping | Business Activity Statements | Conveyancing | Estate Planning | Financial Statements | Home Loans | Individual Tax Returns | Retirement planning | Tax Planning | ABN Registrations

Financial Advisory Services | HR Advisory | Investment advice | Superannuation | cash flow management | debt strategies | estate planning | income protection | insurance | investments

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.