Please complete the following.

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

This is your chance to win.

Prize includes:

  • Luxury Escapes travel and event voucher valued at $7,500 PLUS
  • $AUD1,500 cash

That’s a total prize value of $9,000!
OR YOU CAN TAKE THE CASH!

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!

Please tell us how we can help you achieve your finance goals in the next 6 months.
Refinance to a lower interest rate: home loan | investment loan | SMSF loan
Consolidate debt to reduce combined monthly payments
Help finance your first home
Help your adult children buy and finance their first home
Other
Please share
In the next 6 months, please tick if additional finance would help you with any of these business decisions.
Changeover/upgrade your fleet or other vehicles/assets
Purchasing heavy machinery/earthmoving equipment
Pay your tax debt at a cheaper rate
Upgrade, fit out, purchase or relocate your business premises
Introduce new technology and systems
Expand your product line, services, team
Have access to cashflow solutions
Finance for insurance premiums
Refinance existing business debt
Purchase another business
Have some fun - recreational/commercial transport (boats/quad bikes/planes)
Can we help you with anything else?
Please share
What is on your PERSONAL financial TO DO list in the next 6 months?
Set up | Review your SMSF
Review your Will and Estate Plan
Retirement planning
Inheritance planning
Finance review, consolidation, refinance, borrowing capacity
Personal risk assessment
Investment strategy
Upsizing | Downsizing
Marriage | New dependants
Separation of your assets tax effectively
Adult children: Help them purchase a home | Protect their income | Tax return advice
Can help you with anything else?
Please share
Please indicate if you would like our topic sheets on:
Should you buy before you sell?
The rising tide of will disputes
Don’t let tax debt hold you back
If you’re over 55 and downsizing
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.