Must do's

Help us to help you

In order to manage your finances effectively there are a number of "must do's" which need to be considered.  If you are successful in these, then it will be easier to stay in control and we will be able to help you in the most productive manner.

None of these are difficult and if you struggle with any, then talk to us as we are here to help and we can tailor your package to increase our support to you accordingly.

  1. Be open and honest with us
  2. Keep all your receipts (our App will help with this)
  3. Keep a logbook for your work related vehicle use (our App will help with this)
  4. Participate in an annual financial review
  5. Protect your assets - we will assist with how
  6. Keep your tax related records for a minimum of 5 years after your annual return has been lodged.

Doing these simple things will enable us to help you in the most productive manner so that you can create wealth and live the life of your dreams.