Rowan Kimpton & Associates

Financial Planning Rippleside | Financial Planning Geelong West | Financial Planning Herne Hill | Financial Planning Geelong | Financial Planning Geelong And The Bellarine | Financial Planning Manifold Heights | Financial Planning Hamlyn Heights | Financial Planning North Geelong | Financial Planning Bell Park | Financial Planning Newtown | Financial Planning South Geelong | Financial Planning Norlane | Financial Planning East Geelong | Financial Planning North Shore | Financial Planning Bell Post Hill | Financial Planning Belmont | Financial Planning Thomson | Financial Planning Newcomb | Financial Planning Highton

Retirement Planning | Financial Planning | Bookkeeping | Estate Planning | Tax Planning | Accounting | Succession Planning | Superannuation | Bookkeeping Services | Business Advisory

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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.