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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!

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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 is on your BUSINESS financial TO DO list in the next 6 months?
Arrange a tax planning session to improve your tax position
Invest in a bookkeeper
Business expansion | Succession | Exit strategies
Business finance review | Consolidation | Refinance
Business risk assessment
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 we help you with anything else?
Please share
What’s your greatest financial concern that keeps you awake at night?
Please indicate if you would like our topic sheets on:
The rising tide of Will disputes
If you’re over 55 and downsizing
Crafting a business financial plan
The great wealth transfer is on the move
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

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