Wealth Creation and Tax Planning session

We are very pleased that we are now able to complement our Accounting and Advisory services for our clients, to also deliver a complete Financial Planning and Wealth Creation service with a difference. We invite you and a friend to come along and hear ways we can help you to stress less, or grow your wealth, no matter what life stage you are in. We will also look at tax planning strategies that may be beneficial as we move toward the end of financial year. Presented by our Financial Advisors, Vicky Gilroy and Shaun Nembach, as well as our Principals Tony Edwards and Marni McGrath, we would love if you can join us. (We will also be running additional sessions in our Yeppoon office in April).


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