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Alex McKenzie

Future Financial Services
Financial Planning

Contact Information:

Emu Heights, New South Wales 2750
Australia

Years in Business:

 

10

Clients I'm Seeking:

 

We provide advice for clients to guide them through their life stages. When they are buying a house, Starting a family, changing jobs and looking to retire.

About My Business:

 

Future Financial Services provides; Retirement Planning, Wealth Creation, Superannuation Advice & Insurance Planning Advice. We are a boutique financial planning firm, we are dedicated to providing personalised, easy to understand advice as our clients go through various life stages. Operating throughout Western Sydney, with bases in Concord & Penrith. Our knowledge and experience in relation to legislation and strategies surrounding superannuation, insurance, investments, taxation and Centrelink will enable us to provide you with quality advice to assist you achieve your financial goals. Alex McKenzie, authorised representative of Charter Financial Planning is the principle financial planner, operating as an advisor since 2002 and has assisted clients in varying situations for over 10 years.

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