MAY NEWS & EVENTS

End of Year Tax Planning

With the end of the financial year now less than 2 months away NOW is the time to get planning!

Do you need to make a super contribution? Will you be taking advantage of the government co-contributiion? How is your tax bill looking - what steps can you take now to minimise it?

Tax Planning is best done in advance - if you haven't already seen us - pick up the phone today.

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Life's Not a Seminar.... Seminar!

Melbourne based Craig Harper will be on the Sunshine Coast presenting a half day seminar on improving your life in ES&A's rooms. 

Sunday May 20 is the big day - if you are interested please contact the office.

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A Cup of Tea & A Second Opinion. 

Ever wondered what a Financial Adviser would make of your current investment plans?  Tempted to get a second opinion?

If you would like to sit down with a Senior Financial Adviser & have them answer any questions you may have, phone the office on 5445 6044 & book a one on one appointment. 

We offer a 2 hour appointment at no charge & no obligation.

The cup of tea is on us!