What is your inaction costing you. You don’t get results from thinking about it. You don’t achieve the life you want just by looking at a screen, a video, a presentation. You get results by taking action. What is your inaction costing you? In this video, I take a look at what your inaction is […]
READ MORELearn How Video: The $ cost to you of DIY your finances
Do you know the real cost to you in $ terms of DIY your own finances? When you run the numbers, it can be really scary to see how much it is costing you to manage your finances yourself. Check out this video
READ MORELearn How Video: Your Implementation Action Plan
Probably the most important document you will have in our work together. This document outlines all of the key areas in our work together, the recommendations, who is responsible and a time for completion. Check out this video
READ MORELearn How Video: Your Employee Share Scheme Scoreboard
Getting a handle on your employee share scheme doesn’t need to be hard work. We start with putting together a simple one page sheet we call an Employee Share Scheme Scoreboard Check out this video
READ MORELearn How Video: Your Wealth Portal
At the core of our work with clients is your wealth portal. This is an online portal that captures all of your assets, liabilities and cash flow making it easy to have up to date discussions and add value to your situation. Check out this video
READ MORELearn How Video: What does a Cash Flow Forecast look like?
What does a Cash Flow Forecast look like? Check out this video
READ MORELearn How Video: What does a Tax Forecast look like?
What does a Tax Forecast look like? Check out this video
READ MORELearn How Video: Are you an expert in your Finances?
Do you have a spare 10,000 hours? In his book Outliers, Malcolm Gladwell explains that reaching the 10,000-Hour Rule, which he considers the key to success in any field, is simply a matter of practicing a specific task that can be accomplished with 20 hours of work a week for 10 years. My question is, […]
READ MORELearn How Video: Should I sell my shares to pay my tax?
Are you selling down your employee share scheme shares to pay your tax bill? Do you know the right parcel to sell? What happens if you sold the old parcel? Big mistake. Check out this video here
READ MORELearn How Video: How do you manage your Tax Affairs?
Do you believe you are managing your tax affairs just because you have an Accountant? Big mistake. Check out this video here
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