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EASY-TO-READ FACT SHEETS
           

Let's face it, reading about finance, business, or tax can be a bit of a yawn. That's why we've designed fact sheets that are simple, relevant, and to-the-point.

Recent Topics
As mentioned in Caren's blog!
  Every Guarantee is a MARKETING Opportunity
 
 Top 5 myths of life insurance - BUSTED!
 
 Create GREAT offers for your clients or customers
 
  The real reason customers stop doing business with you
 
 FREE SMSF 45 minute offer
 
'Why value your business?' by Michael Moschetti
 
 Protect Your Reputation - Manage Your Credit Rating
 
"5 Bookkeeping Pitfalls for Business Owners" - article by Jenny Edwards
 
Report by Dr Shane Oliver forecast for 2014
 
Easy to read article by Brooke Bird
 

Santa Claus is coming - 4 quick tips to ensure your Christmas spending doesn't get out of hand

Business; it's personal

Gearing fact sheet

Writing it right

The Importance of Being Branded - Expanded
Oliver's Insights – Australia's New Government
Focus Groups - let your customers and clients tell you what they want
     
 
     
 Cass Boyle Media Release      
'Can I claim it?' by Dean Hendrie    
2018 Newsletter by Dean Hendrie      
Dr Shane Oliver's Article on Keys to Successful Investing      
             
 Why not check out more of our free stuff by following this link        

 Reduce Your Tax        Improve Your Cash Flow
 10 Hot Tips for Choosing an Accountant              4 Ways to grow your Business      
 Personal Tax Checklist              Ways We Work With You      
 Business Tax Checklist                    
 Retirement Planning Fact Sheet                    
                     
                     


 Protect Your Assets    Build Your Wealth
           
 Why use a Financial Planner for protecting your wealth?      4 Ways to grow your business    
 Life Insurance Fact Sheet      Term Deposit Fact Sheet    
 Estate Planning Powers of Attorney Fact Sheet      Structured Investments Fact Sheet    
 Estate Planning Wills Fact Sheet      Sharemarket investing Fact Sheet    
 Security in Wrap Accounts      Allocated Pension Fact Sheet    
 Do your children have a back up plan other than you?      Investment Property Guide    
 Aged Care Fact Sheet      Fact Sheet - Developing your Unique Service Proposition    
Let's be blunt - 8 clear cut reasons worth reading BEFORE
you sign up for insurance.
         
           
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