It’s that time of the year again when many of us are scrambling to get together all of our tax files!
It almost seems like an afterthought for many doctors and dentists, a nuisance even to lodge your tax return.
You are nervously anticipating your tax bill, and wondering how much extra you will have to pay this year…
But it does not have to be this way!
With the end of the financial year fast approaching, why not take a more proactive approach this year and make the most of the remaining time to review your accrued tax liabilities, your planning options and strategies?
That is why at Affluence we are offering 5 FREE financial and tax planning health checks for the months of March, April and May.
Contact us today on 08 9381 2704 or email Yves@affluenceprivate.com.au to get a second opinion or to start planning in earnest for this current and next financial year.
We would love to assist.
As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.
My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.
Please contact me on firstname.lastname@example.org or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313.
The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
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