Financial year end – an opportunity to regroup!

End of financial year provides the perfect opportunity to take stock. A time to look at the funds you’ve managed to earn throughout the previous year and the plans you have for the coming year. Like a new calendar year, financial year end can mean a new beginning for your financial plans and objectives.

No matter what stage you are at, whether you are looking to increase your savings for retirement, grow an investment portfolio, start a new business, change jobs or better manage your debts, an up to date financial plan will provide the direction you may need to make the most of what you earn, and protect the things you have already accumulated. More so, it establishes a way to measure success and keep you motivated to achieve your goals, while also considering contingencies for those unexpected expenses that might come your way.

Why not take a moment to consider your position. If your current plans or circumstances have changed, you may benefit from a review of your current plan. For those who may not have a plan, now might be the perfect time to come in for a chat.  We can help you build for the future and protect what you’ve already worked so hard for.

When looking at your circumstances and financial situation for the year ahead, ensure you consider the following areas:

  • Superannuation
  • Investment
  • Insurance
  • Career development
  • Retirement planning
  • Moving to aged care
  • Estate planning

We’d like to remind our valued clients that personal income tax returns for individuals and trusts should be completed by 31 October 2012. For more information, please visit the Australian Taxation Office (ATO) website at

Of course if you need financial advice on any area of your financial position, we’re happy to speak with you about what matters most, and how we might help you achieve your goals.

We wish you a very prosperous new financial year!

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