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End of Financial Year Offer

Just the other day a client of mine mentioned an idea to me, and I would like to share it with you.

You see, I was conducting their Annual Tax Strategy Review and they said to me: "You should offer this service to people that are not clients of yours, let them see how having a Financial Adviser can help them." It is a great idea.

So let me explain the process to you. Basically, you call Melanie at the office and book in. You then receive an email with a quick form to complete. I then review it and determine if there are things you should do before June 30 to either reduce your tax this year or receive a benefit such as the Government Co-contribution to your super fund. If there are, we proceed with a teleconference and discuss my written review. If there are not, then I will advise you via email. See the 'infographic' below that summarises the process - and the fees for the two options.

One client obtained a $20,000 tax deduction of which they were unaware. Another client (a couple) each will receive a payment to their super fund from the Government of $500 and the wife was able to reduce her tax bill by $540 - a benefit to them of $1,540. 

Bookings must be made by Wednesday 21 June to allow me sufficient time to review your information, prepare my advice and then to allow you sufficient time to implement any advice you wish to follow.

 

 

 

Kind regards,

Greg Lucas B.Comm., MBA (Dist.), CFP.
Financial Adviser