Now is the time to maximise what you have earned this financial year

I.e. There are only days left to the end of the financial year & to ensure effective tax planning now is the time to act.

As you are a very valued client you have previously asked me to complete you tax returns after June 30^th.

However, it certainly makes sense to all of us to be proactive with the many financial options that may be available before June 30^th.

I understand how difficult it is to create wealth in these uncertain times. This is why I recommend our preferred financial adviser John McAuliffe to my clients that will benefit.

Hence, we have arranged for you to experience a financial tune up with John with  your  first meeting is at my expense.

 If you have never worked with a financial adviser before you will be amazed how easy & effective it is.

 It is my way of saying thank you.

I have arranged with John as he does produce results for people. As you each have your own individual circumstances & goals, then it is important that these are taken into account.

Then he may suggest fine-tuning your current plans or having your own personal financial report to summarise how & what is required to achieve the wealth you want.

John  asks himself  ‘if we were in your position what would we do so that you are better off in three years time’.

In 2014, I understand that making the right financial choices is more complex than it has ever been.

That is why I am pleased to offer this opportunity with John who has been financial advising for twenty nine years.

His fees are from profit sharing with you & only makes money when you do.

When you are ready to start, I suggest you call us on ……to book John  & reserve your own appointment time.

Be sure to ask for his special report entitled ‘Six Steps to Financial Freedom’.

You can visit www.johnmcauliffe.com.au  also.

Your proactive & concerned accountant

This is a letter that our panel of preferred accountants are sending to their clients.

We suggest that it is also relevant for you & you are welcome for lunch here Monday to Saturday before June 30 to discuss how you might be better off in three years time.

You are invited to call us on 07 3848 1088 or email us or visit our websites

As mentioned our first meeting & lunch is at our expense.

John McAuliffe