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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Australia avoids recession
Australia avoided a recession at the end of last year by recording Gross Domestic Product (GDP) growth of 1.1 per cent in the December quarter after recording a very weak -0.5 per cent in the September quarter. The main reasons for the rebound were increased exports, helped by stronger commodity prices, household consumption and public investment.
End of financial year strategies
June 30 is fast approaching but there’s still time to consider the strategies available to you to build your wealth. Below are simple tips that could help maximise what you’ve got this financial year.
Reviewing your insurance strategy is a solid investment
We’re all interested in reviewing the current status of our wealth creation plan to see how our investments are performing. Unfortunately however, reviewing our insurance strategy is often forgotten, as many of us adopt a ‘set and forget’ approach.