About Destination Financial Planning
Understanding where you want to be in the future personally & financially is the foundation for the guidance and advice you will receive from Destination Financial Planning.
Whether you are starting out in your career, or travelling towards your retirement, we can develop a plan to suit your financial goals and lifestyle.
In planning for your whole life’s journey, our purpose is to support you to achieve financial confidence and security by being clear about your priorities and becoming proactively involved with the decisions that shape your financial future.
Our common sense approach provides services that better educate, inform and assist our clients achieve their personal financial goals throughout their working lives and retirement journey.
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7 technology disruptions happening now: Autumn 2019
Australia looks to be in the later stages of the business cycle, and is not alone here among its developed economy peers. In an environment of potentially slowing growth, we propose that a way forward is to invest in companies which are “share-takers” – companies that can gain market share from technology-enabled advances in their business model, and in changes in consumer behaviour.
Bullet-proofing your equity income portfolio
It’s obvious, if you’re a retiree you need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio is harder than you think.
3 ways a financial adviser can help you plan for retirement
When it comes to creating the retirement lifestyle you dream of, a little support goes a long way.