Financial Planning Mackay in Mackay, Queensland | Financial planner

Financial Planning Mackay

Locality: Mackay, Queensland

Phone: +61 7 4898 6500

Address: 76 Gordon Street 4740 Mackay, QLD, Australia

Website: http://financialplanningmackay.com.au

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22.01.2022 At FPM we are locals; people just like you. We believe that financial planning should be simplified so you know where you are at, and where you are heading. If this sounds like something you need in your life, contact our team now. #buymackay #supportlocal #financialplanning #financialhealth

22.01.2022 We continue to follow the advice from the Government and health officials to keep you, and us, safe. However, we are still open for business and keeping an eye on the fluctuating markets for all our clients. Stay safe, stay well, and remember we're there in person when it counts.

21.01.2022 If you think you may have provided information to a scammer, please contact us.

21.01.2022 Mackay City Centre needs you!

19.01.2022 Have you got what it takes?

17.01.2022 Happy 1 year work anniversary Jodie Jackson! A little about our pocket rocket - Jodie has 16 years in the financial planning industry, loves travel and fitness and enjoys spending quality time with her family and 2 dogs. We thank you for everything you do for the team and our clients Jodie; you make the financial planning process smooth and hassle free for them. ... We love seeing your smiling face each day. Cheers to you sweet lady

16.01.2022 Spotted with the Deputy Prime Minister, Michael McCormack! Michelle, Mark, Will and Steven attended the RIN Budget Presentation last week. Treasurer Frydenberg was the virtual presenter on the night and Deputy PM, Michael McCormack spoke openly about our region and local matters impacting us.

16.01.2022 To all the mums, enjoy your day.

15.01.2022 This week, Mark presented all things Investment Risk to a room full of local business owners. Financial matters can be stressful - financial planning shouldn’t be when you deal with a local to help you along the way.

15.01.2022 Okay, so the new budget has been out for a little while now. Our team have spent the time finding out what it may mean for you. Learn more below JOBS The Government's primary focus - creating jobs and keeping jobs. Introduction of the JobMaker plan and the JobTrainer fund. BUSINESS OWNERS ... Will be able to carry back tax losses from previous financial years and a $100-$200 per week hiring credit with JobMaker to help generate jobs. SOCIAL SECURITY Those eligible will receive two payments of $250. Payments will be made from November 2020 and early 2021. TAX CUTS No deficits tax on high income earners. Stage 2 personal income tax cuts are to be brought forward 2 years, backdated to 1 July 2020. SUPERANNUATION New 'Your Future, Your Super' measures to reduce the number of super funds per member. AGED CARE 23,000 additional home care packages. At FPM we are locals; people just like you. We believe that financial planning should be simplified so you know where you are at, and where you are heading. If this sounds like something you need in your life, contact our team now. #buymackay #supportlocal #financialplanning #financialhealth

14.01.2022 Lest we forget.

14.01.2022 How good does our new promo gear look!?! Thanks Brandfactor Promotional Products - we cant wait to hand these out.

14.01.2022 The latest welcome news from Queensland on easing restrictions.

10.01.2022 Don't they say "Life begins at 40" ?

10.01.2022 From 1 July 2021, a capital gains tax (CGT) exemption will be introduced for formal, written granny flat arrangements that are created, varied, or terminated. Talk to a financial adviser to understand your options. At FPM we are locals; people just like you. We believe that financial planning should be simplified so you know where you are at, and where you are heading. If this sounds like something you need in your life, contact our team now. ... #buymackay #supportlocal #financialplanning #financialhealth

08.01.2022 As a parent you probably have great expectations for your child. They will have everything you had and more! You will consider their every need and make the most of every opportunity to help them get ahead, right? Whilst every parent wants their child to be healthy, happy and financially secure, figuring out how to get them there is another thing. Working with a financial adviser can help you understand options available to financially help your children, and teach them how ...to take control of their financial future once it is time for you to step out of the equation, and them to step up. Introducing these discussions as a family from early on means you can get help for your children that will serve them well into their future. Savings It’s never too early to start a good savings system. If your child gets pocket money for helping out around the family home, birthday money and other small contributions, you can help them divert some of this into savings and some into spending. Superannuation Once your child begins work they’ll be asked what super fund they want their employer to make compulsory contributions to. Starting working life with a super fund that charges low fees and delivers high returns will make a HUGE difference over their working lifetime. If your child understands what superannuation is and the power of it to build a nest egg, they are going to be much better off in the long run. Investments Many parents want to contribute to a savings or investment fund for their child, if they can afford to do so. A financial adviser can help you to understand the fees, costs and returns of a number of different investment options including investment bonds, trust funds and savings accounts. We're there in person when it counts.

07.01.2022 Our newsletter for August is now available! In this edition, we discuss the importance of checking your super statements and things you need to look out for. Read our newsletter below

04.01.2022 Whilst we may change the way we do business to keep you, and us, safe and well, we are open for business as usual. We continue providing financial advice to our clients and community during these uncertain times. Stay safe, stay well, and remember we're there in person when it counts.

03.01.2022 Financially-savvy Friday Fact - Good money habits start at a young age and can have an impact on financial behaviour later in life.

02.01.2022 Are you in your 40s? Don’t worry, you don’t have to tell anyone! Being in your 40s is often a very complicated balancing act and it can be easy to neglect your financial wellbeing. Here are some tips that may help you financially make the most of your 40s. At FPM we are locals; people just like you. We believe that financial planning should be simplified so you know where you are at, and where you are heading. If this sounds like something you need in your life, conta...ct our team now. #buymackay #supportlocal #financialplanning #financialhealth

02.01.2022 We couldn’t agree more with our friends at Elders Insurance. Shop local this weekend.