Are you declaring and claiming all you should be and are entitled to each year according to the tax man? Are you meeting your legislative reporting requirements? We can help you with these things, however, mostly this is advice based on looking backwards or even on a very short forward planning timeframe. We will keep on top of the budget changes (along with the change in Prime Minister) and all other legislative changes and ensure you are working productively within their boundaries.
Appropriate advice is not provided on an annual basis when you prepare your financial statements and/or income tax returns. It is an ongoing relationship based on trust, respect, timely and correct advice. An active and pro-active relationship ensuring decisions are made at all times throughout the year taking into account the scenarios befitting at the time.
A better future is a process of making what you have go as far as it can. Accession3 is acutely aware of the reality that we must balance our future needs and goals with the cost of enjoying today because a life not lived now may never be enjoyed.
We challenge you to learn how to drive the results you need and happily keep you accountable to process. If that process isn’t enjoyable then it doesn’t work.
Education is the key step to achieving your goals and we will take the time to educate you on the steps it takes to achieve your objectives. This could include:
- Getting your budget in order – ask us about our 2-week challenge
- Finding the best interest rate for
- home loans
- investment loans
- commercial loans
- car & equipment finance
- Protecting your most valuable asset – you – with the right amount of life insurance
- Making sure your superannuation is working as hard as it can
- Planning for retirement
- Maximising your income.
For some realistic advice, ask us to give you some time to challenge the way you build wealth.
When you are busy trying to buy house, move and arrange all the necessary updates to addresses and the like it’s very easy to feel overwhelmed. With our fully accredited Mortgage Brokers licensed by Finsure they can help find the best bank, with the best loan at the best rate. Wouldn’t that be the best!
Strategic Planning consists of two key elements:
- Strategic thinking to develop a plan
- Execution of that plan
- Constant review of the progress
- Assessment and readjustment if required
It is never too early to begin your planning journey. A great place to start is where you would like to end up, as Stephen Covey suggested “Begin with the end in mind.” If you know where you want to be, we can help you set the path to get there, sure there may be some diverging from the original path over time as your needs or circumstances change, however, once you set a goal, we can help you attain it.