Part of our focus is to build and maintain strong relationships with our clients. This was demonstrated today when a long-term client delivered this lovely card and handwritten poem to our Practice Manager, Gaye... https://t.co/WYH6j6MGFk
Sometimes the simplest advice is the most effective. This is certainly the case when it comes to building wealth. The best advice I can offer for those wanting to get ahead is spend less than you earn. Keep doing that for a long period of time and you will build wealth.
ASSISTANT FINANCIAL PLANNER - PENRITH
Full Time (Part-time hours negotiable)
ABOUT US
FUTURE FINANCIAL SERVICES is a boutique financial planning firm located in PENRITH, dedicated to providing... https://t.co/5UCBPEeA2v
The team at Future Financial Services would like to wish everyone a Merry Christmas and a Happy New Year. We thank everyone for their support this year. I wanted to also let everyone know our office will be closed until the 7th January.
At this morning's Nepean Business Network meeting we congratulated Jim Lumsden of Pinnacle Taxation on reaching his retirement. Jim is a Western Sydney Wanderers FC tragic, this was the perfect way to send Jimmy into the next stage of his life. https://t.co/XGyNbXbjAZ
When people think of budgets they immediately assume that involves tightening the belt and spending less on the things they enjoy. This couldn't be further from the truth. We see a budget (which we... https://t.co/NYR0iyQGyD
Further to our last post. In addition to our Newspaper column and blog, we also have produced a series of videos addressing the most common questions we are asked. We have videos detailing the role of a... https://t.co/OAtjFmLO5p
One of our aims at Future Financial Services help people gain a greater understanding of financial planning and what it involves. You may be aware that we write a weekly column in The Western Weekender. We also have a... https://t.co/S0mUZIy4F1
This year's Nepean Business Network's Melbourne Cup Breakfast is supporting the Penrith Community Kitchen. A great organisation that provides almost 1000 meals a week to those who need a hand. We are... https://t.co/xkbHKUOeQ3
Was really nice to be able to support the Gotcha for life charity that aims to provide young men with the emotional tools to reduce mens suicide. Was really impressed by Steve Smith who spoke about his role in... https://t.co/iwmvCalPHq
Focusing on value rather than cost when making purchases, results in us spending our money on what's really important. Alex discusses this in his most recent Western Weekender article. https://t.co/hr6riMMGXm
In this week's article for the Western Weekender I discuss some of the complexities of the Centrelink Assets Test.
https://t.co/QoPJBhuejQ https://t.co/QoPJBhuejQ
Entering the property market is harder than ever! Last year the Government introduced legislation that allowed you to utilise your Superannuation to fast track your savings for a... https://t.co/FpNUip7NCD
One of the biggest misconceptions in Financial planning is that it is a luxury for the rich. This video addresses this common fallacy. https://t.co/6TyLc6oxwC
Last year the government introduced the "First Home Owner Super Scheme". The program is designed to help first home owners accelerate their savings to purchase their first home by... https://t.co/FpNUip7NCD
One of the most important aspects of Financial Planning is managing a client's income in retirement. Recently I wrote an article discussing and comparing the 2 most common income streams; Allocated Pensions... https://t.co/rTYk1UinbX
One of the most powerful strategies leading into retirement is the Transition to Retirement income swap strategy (TTR). The below video briefly outlines how a TTR strategy can reduce your taxation and increase your retirement savings without... https://t.co/eQstm0edCZ