A & K Financial Planning in Maroochydore, Queensland | Financial planner

A & K Financial Planning

Locality: Maroochydore, Queensland

Phone: +61 7 5479 3586

Address: 59 Maud Street 4558 Maroochydore, QLD, Australia

Website: http://www.akfp.com.au/

Likes: 104

Add/Update information

Reviews

Tags

• Mortgage brokers
• Investing service
• Financial planner

24.01.2022 It's beginning to look a lot like Christmas at the A&K Financial Planning office! If you would like to book an appointment before the Christmas holidays begin, please give our friendly team a call on (07) 5479 3586! (Our office will be closed from 2:00pm on 23rd of December 2016 and will reopen at 8:00am on 9th January 2017)

24.01.2022 On Tuesday 8th of May the Treasurer, Scott Morrison MP, delivered the Federal Budget for 2018. Here’s our summary of the announcements and what it could mean for you. #Budget2018 https://static1.squarespace.com//Federal-Budget-2018-Updat

23.01.2022 We would like to announce that A&K will soon be offering Mortgage Broker services! A&K Financial Planning will be working with the very best loan experts and we are excited to be able to assist our clients through the home buying or refinancing process. We will update you more once this service is up and running but in the meantime, check out the attached article with some tips to help you pay off your mortgage faster! http://www.akfp.com.au//can-you-pay-off-your-home-loan-fas

21.01.2022 RBA leaves the cash rate unchanged at 1.50%

20.01.2022 Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, Fidelity provide 10 key messages to help investors steer their portfolios through volatile times. https://static1.squarespace.com//20180212+Key-volatility-m This article contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

20.01.2022 We are excited to announce that we are a proud sponsor for the $10,000 hole-in-one at the annual Brothers Sunshine Coast Junior Rugby Club golf day this Friday! Check out the recent Sunshine Coast Daily article for more information: http://www.sunshinecoastdaily.com.au//golfers-wil/3133016/

19.01.2022 Contemplating property investment inside Self Managed Super? Here's an interesting little article! http://www.akfp.com.au//contemplating-property-investments

18.01.2022 Any one thinking of voting Labor please watch and please be scared and reconsider

14.01.2022 Here is the December 2017 Australian Economic Wrap Report: https://www.akfp.com.au/blog/december2017wrap

11.01.2022 To bitcoin or not to bitcoin? https://www.akfp.com.au//to-bit-or-not-to-bit-what-should-

10.01.2022 Some images of our new office located on Maud Street, Maroochydore! There is still a bit of work to do (landscaping, driveway and adding some finishing touches to the inside) but we are absolutely loving our bright, fresh new space!

10.01.2022 Here's a link to our latest article in relation to this week's market volatility. If you have any questions or concerns, please don't hesitate to give Glenn a call on (07) 5479 3586. http://www.akfp.com.au/akfp-news/current-market-volatility

09.01.2022 Don't let this be you! Most people don't realise the importance of Life, Trauma, Total & Permanent Disability or Income Protection Insurance until it's too late... Please call our office on (07) 5479 3586 for an obligation free appointment with our Financial Adviser, Glenn! We have a broad range of insurance providers and always take care in ensuring that we provide the best advice tailored specifically to you!

08.01.2022 ****WE ARE MOVING!**** Please note that as of 1st August 2017, our new office will be located at 59 Maud Street, Maroochydore QLD 4558. Our postal address, phone and email contact details will remain the same. We are excited to welcome you to our brand new office space!

07.01.2022 https://www.akfp.com.au//why-women-and-men-invest-differen

07.01.2022 The A&K Financial Planning Team attended a professional development conference in the Barossa Valley over the weekend. We were lucky enough to visit Château Tanunda and sample a few of their incredible wines! We all had a wonderful time and highly recommend a visit here if you’re in the Barossa! (Left to right: Glenn, Rani, Deb and Jayden)

07.01.2022 DID YOU KNOW? - One in five families will be impacted by the death of a parent, a serious accident or illness that renders a parent unable to work. - The typical Australian family will lose half or more of their income following a serious illness, injury or the loss of one of parent as a result of underinsurance.... - 95% of families do not have adequate levels of insurance. - Underinsurance is expected to cost the federal government $1.3 billion over the next 10 years. - It is estimated that at least 20% of the Australian population between the ages of 21 and 64 will suffer some unfortunate event in their lives that will leave them incapable of working. At A&K Financial Planning, We can complete a comprehensive comparison of insurance providers to find the best one to suit you! CALL US: (07) 5479 3586 for an obligation free meeting with our FInancial Planner, Glenn Adams!

06.01.2022 WE HAVE MOVED! We are now located at 59 Maud Street (Corner of Maud and Dalby St) Maroochydore QLD 4558. Our postal address, phone and email contact details will remain the same. We are excited to welcome you to our brand new office space!

04.01.2022 Click to read the article "An overdue health check for global markets" - by James Bateman. James Bateman is Chief Investment Officer - Multi Asset. James leads Fidelity Multi Asset’s global team of investment professionals, which includes portfolio managers and a large research team. He has considerable experience in multi asset and multi manager investment, and joined Fidelity in 2012. https://static1.squarespace.com//Market-Health-Check-James... This article contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

03.01.2022 Check out the top 20 Brisbane suburbs for property growth here: http://www.akfp.com.au//top-20-brisbane-suburbs-for-proper #brisbane

01.01.2022 Do you currently receive age pension or will be in the near future? Then this article regarding the 1st January 2017 asset changes to age pension entitlements may be interesting to you! https://www.akfp.com.au/blog/agepensionassetchanges