Savvy Sums Accounts

Financial Planning Varsity Lakes | Financial Planning Burleigh Heads | Financial Planning Miami | Financial Planning Reedy Creek | Financial Planning Robina | Financial Planning Tallebudgera Valley | Financial Planning Palm Beach | Financial Planning Mermaid Beach | Financial Planning Mermaid Waters | Financial Planning Tallebudgera | Financial Planning Elanora | Financial Planning Mudgeeraba | Financial Planning Currumbin Waters | Financial Planning Clear Island Waters | Financial Planning Currumbin | Financial Planning Broadbeach | Financial Planning Broadbeach Waters | Financial Planning Currumbin Valley | Financial Planning Merrimac

Financial Planning | Retirement Planning | Estate Planning | Home Loans | Superannuation | Debt Consolidation | Refinancing | Life Insurance | Tax Planning | Bookkeeping

Home Loans | Life Insurance | Advice & Assistance | Asset Finance | Bankruptcy | Borrowing Money | Business Growth | Business Insurance | Chattel Mortgage | Commercial & Business Loans

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.