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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The four principles of low-volatility equity investment
Recent market turbulence has heightened many investors’ interest in low-volatility equity strategies. While it’s well known that a portfolio of low-volatility stocks can potentially outperform the market over time (the “low-volatility paradox”), stock selection is important.
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The cost of retirement
Everyone has a different vision for their retirement. Yours might involve overseas and interstate travel and an active social life. Or perhaps you prefer spending time with family, working in the garden or volunteering.However, you choose to spend your time, it’s important to make sure you have enough funds to support your retirement lifestyle. Forward planning now can make all the difference in the future.
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Keeping up on your super contributions during volatility
After a downturn in share prices and higher market volatility, many super fund members may think twice about continuing to make voluntary contributions. In contrast, compulsory employer contributions power on – regardless of prevailing market conditions.
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