Andrew Dalton, our resident financial expert from MI Wealth, has written a ‘free’ easy to understand guide called ‘The MI Wealth Maximiser’ which helps you build a solid foundation for your finances now, so money worries don’t become a problem in the future.
With interest rates the lowest they have ever been, it’s a good time to get on top of your finances and make some smart decisions for 2020.
The guide concentrates on the basics – how to minimise your tax, how to make more money, and how to get your insurances sorted out. This exercise will press the reset button and give you a strong foundation to make informed choices about your money.
More than 50 per cent of Australians are stressed about their finances, with nearly 85 percent saying it impacts their well being*
- Don’t let unnecessary fees and charges reduce your assets
- Don’t pay too much tax
- Don’t procrastinate and leave it too late to make a difference
- Don’t pay for insurance cover that doesn’t apply to you
- Don’t choose convenience, review all your options
You don’t need to be a financial expert, you just need to be savvy and we will help guide you through your options. If you would like a copy of the guide, or to book an appointment, please email us at admin@taxproaustralia.com.au
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