Please complete the following.

We're thrilled to invite you to our exclusive competition!

This is your chance to win.

Prize includes:

  • 5 days accommodation at the Island Villa to the value of up to AUD$5,248
  • and includes up to AUD$2,500 air fare costs
  • PLUS $1,500 CASH

That’s a total prize value of $9,248!

Enter or update your details below:

NB. The winner will be notified by registered mail within 48 hours of the competition draw so please leave your address as well.

Good luck!

Please share your insights in a quick survey, so we can understand your needs and help you best.

Only answer the questions relevant to you.
If you've entered before, update us only if your situation has changed. Thanks!

What are your top 3 personal financial goals in the next 12 months?
Wealth creation | investing
Debt reduction
Estate planning management (Wills | Powers of attorney | Beneficiary designations)
Inheritance/windfall planning
Superannuation and retirement planning
Parental support/aged care planning
Insurance review
Other/Comment
Business clients - What are your priorities for next 6-12 months we can help you with?
Business: Expansion | Acquisition | Valuation | Performance review |Succession planning
Financial position: Debt reduction | Finance restructure | Cash flow management | budgeting
Assets: Disposal | Acquisition
Finance: New | Refinancing | Debt consolidation
Super: Concessional contributions | SMSF set up or review
Immediate deductions - pre-paying before EOFY : Rent | Insurance | subscriptions
Would you like a chat about:
A strategic financial planning review
Addressing cash flow or working capital challenges
Reviewing or restructuring your business entity (sole trader, company, trust)
Writing off bad debts unlikely to be recovered
Optimising debt structures for greater interest deductibility
Other/Comment
What are your business financing needs in the next 3 to 6 months? (Tick all that apply)
Upgrade or expand vehicle fleet or equipment
Refinance or consolidate existing debts
Flexible cash flow solutions (eg overdrafts, invoice finance)
Finance tax debts or ATO liabilities
Premises related funding (buy, upgrade, relocate)
Invest in new technology or software
Expand products, services, team
Acquire or merge with another business
Finance commercial insurance premiums
Emergency or contingency funds
Equipment leasing to preserve capital
Other/Comment
Please indicate if you would like our topic sheets on:
How does using the equity in your home pay it off sooner?
How to avoid costly mistakes as a property investor
Why the 3rd generation loses it
Why you should diversify your business lending
Your feedback is invaluable to us as we consistently strive to deliver exceptional service. Please take a moment to share your thoughts and experiences so we can continue to exceed your expectations.
You’ll receive an extra entry into the competition for your thoughts:
Eligibility

Entry includes subscription to our monthly industry updates. You can unsubscribe at any time.