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
We invite our business clients to share any priorities or needs for the upcoming 6-12 months that we have not yet addressed or discussed.
Business expansion or acquisition
Succession planning
Debt reduction or finance restructure
Cash flow management or budgeting
Asset disposal or acquisition
Other/Comment
Would you like to discuss any of these key areas to strengthen your business financial health or tax position?
A strategic financial planning review
Business valuation or performance review
Exploring new finance options, refinancing or debt consolidation
Addressing cash flow or working capital challenges
Prepaying expenses (rent, insurance, subscriptions) before EOFY for immediate deductions
Reviewing or restructuring your business entity (sole trader, company, trust)
Making concessional super contributions to maximise tax benefits
Writing off bad debts unlikely to be recovered
Optimising debt structures for greater interest deductibility
Other/Comment
We have many great connections in the finance industry. Please tick if we can introduce you to:
A great accountant who understands tax minimisation and property investment strategies
A good adviser who can help with wealth creation and asset protection
An experienced buyers’ advocate or real estate agent to help you find a property
A good conveyancer who is reasonably priced
A car buying service to minimise your time and price
An estate planning specialist
A family lawyer
Please indicate if you would like our topic sheets on:
Avoid the ATO trigger list
Why the 3rd generation loses it
The slow train to no where
Planning for aged care? What’s changing…
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.