 FocusOn
- Safeguarding Futures
Learn about the options
and strategies that can secure your financial future. Then secure it for you and
your family.
The frenetic pace of
modern life makes it easy to spend so much time concentrating on your immediate
concerns that we seldom take the time to stop and plan for the future. With so
many important issues competing for our time we all need to stop and consider
our ongoing financial wellbeing.
As accountants and
advisors, we find that for many clients, we spend most of the time undertaking
statutory compliance work such as the preparation of tax returns and financial
statements. We are delighted if you have chosen Saward Dawson to manage these
essential tasks but we can assist in so many other ways. Let us help you
understand the many aspects that will ensure your financial future is looked
after. Our team of professionals has vast experience and knowledge that you can
utilise. Be confident about your financial future.
Developing strategies
In an initial introductory
session we will discuss and prioritise strategies that will, amongst other
things:
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Protect and develop wealth creation opportunities |
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Enhance knowledge about your financial affairs
and
those affecting your children, grandchildren and aging parents |
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Explore tax effective opportunities. |
We would be delighted to
have the opportunity to discuss with you how these issues affect you. For
further information or to make a time to discuss your requirements contact one
of the team at Saward Dawson.
Doing more
How does your financial
future look? Are you confident of where you want to be and how you are going to
get there?
No matter what stage of
life you are at, there is more that we can do to help you. If you are starting
out in studies and career, planning a lifestyle change, starting a family, or
looking to retirement and possibly aged care, we can help guide you through the
financial options and strategies.
Planning for the future
Safeguarding Futures
changes the emphasis from just concentrating on your compliance and today's
issues to assisting you to plan for the future.
We all want financial
security in what are often uncertain times. You need to know that your finances
and assets are doing what you need them to do and that they are available when
you or your family need them. Saward Dawson’s Safeguarding Futures is all about
you and maximising outcomes and insights you receive from our professional team.
Plenty to think about
Our strategies can cover a
range of topics relevant to you. We will tailor and prioritise them to your
requirements. Topics that may be covered include:
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Investment
strategies for
maximising wealth |
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Planning for
future generations - children and grandchildren |
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Investment structures for
tax effective wealth
creation |
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Income
strategies for
retirement |
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Salary packaging |
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Holiday
homes and lifestyle assets |
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Review
of finance and
borrowings |
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Planning
that sea change or
lifestyle shift |
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Risk
management/insurance
strategies |
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Estate
planning and wills |
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Charitable
and philanthropic
strategies |
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Comprehensive
aged care strategies |
Don't keep putting this
off - Act now!
Published : May 2010
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