Tax Planning - Lifestyle Package

3 Financial things that will make a huge difference in your financial life – action required

1. HOW TO NEVER, EVER MISS OUT ON A TAX DEDUCTION 

Many people miss out on tax deductions, every year, because they: 

• Lose receipts 
• Forget about payments they make 
• Don’t thoroughly review their records at tax time 

We can now give you something that fixes this, for good. We guarantee it! 

If you are interested in using our new Lifestyle Package, please CLICK HERE now for full details. 

How much tax in the future will you save by using this? 

Tracking your spending on tax deductible items has never been easier with live feeds from your bank accounts straight to your Personal Wealth Portal, and tools to ensure that you never miss a tax deduction again. 

Plus – it’s as simple as clicking one button at tax time to provide us with everything you need to give us for your tax return. Amazing – and available right now. 

2. YOUR FINANCIAL WORLD – SORTED! 

Should anything bad happen to you – would your spouse / partner / family know how to find and understand your financial life? 

Would you like to get financially sorted? Bring your entire financial world into one place with real-time data feeds on all your property, loans, super, investments, wills, insurance, banking and tax. You can easily see everything you need at once. 

With all your financial information securely stored in the cloud for easy access, you'll never have to hunt through spreadsheets and filing cabinets again. And with access available on any device, at any time, keeping on top of everything will be easy. 

Knowing where you are financially, is the starting point to growing your wealth and making better decisions now so you can have an amazing financial future. 

Get started TODAY with the new Lifestyle Package. CLICK HERE now for full details. It’s very inexpensive, and it’s tax deductible! 

You'll thank us for helping you to finally get sorted! 

3. IN CASE SOMETHING HAPPENS TO YOU 

Where can your Important Papers and Passwords / Logins be found in case something happens to you? 

Taking time to organise your important papers and records may be the best investment you ever make. It is important for all responsible members of the household and designated family members who live elsewhere, to know where papers or records are kept and who to contact for advice in case of an emergency. 

The new Lifestyle Package “Personal Information and Estate Record” has been designed to assist you in preparing for such an occasion. 

Would you like a FREE copy of this very important document? CLICK HERE now to request it, and we’ll immediately email to you. 

By planning ahead and completing this document you save time, stress and money if an emergency should arise or a death occur. 

Plus, the best place to keep this completed document is in your “Personal Wealth Portal” – available to be accessed by you, your spouse or partner, and anyone else you decide to grant access to – your adult children, your parents, or other trusted family members. 

If you would like to get started with your Lifestyle Package - contact us TODAY.