This week we wanted to take a pause and ask you what does the new financial year mean for you?


For some, you may have just let out a big sigh of relief having gotten through the last one without any problems and are just happy that now you can leave it again until around April or May next year as the deadlines loom again. Or maybe you are thinking, no, this year I am going to keep on top of it all and start looking at some strategies now that can help me create wealth and keep on top of it all. The truth is that the right strategy is whatever works for you, your business and your goals.

Wealth and money are subjects that are personal for each of us. For some it may be about financial wealth, starting a portfolio, contributing more to super for retirement or looking at some ways to try and minimise tax. For others it may be more holistic, looking at all of these financial areas in conjunction with lifestyle goals and aspirations for the future and combining a long-term strategy with short-term objectives.

No matter what it all means to you, right now, the first week of the financial year is a great time to sit and reflect on your goals and strategies for the coming year. Over the coming weeks and months, we will be sharing a number of strategies with you to support you to continue to grow and prosper in life and business.

And our first tip this week – do your tax return early!

Start this financial year on the right foot and book in now to get your tax return complete. This will ensure that you are able to gather all the information your accountant may need before tax deadlines loom and if you are due to get a return then the money is better sitting in your pocket working for you. 

If you are ready to book in now or want to discuss any other financial worries, please contact us via email or just give us a call on 54822855.