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Financial Planning

Strategic planning to help you achieve your financial goals

Personlised service

Tailored plans for your goals

Comprehensive insights

Deep analysis of your financials

Continued reviews

Ongoing updates on your plan

Professionalism. Guidance. Growth.

Build Your Financial Future with Confidence

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Investment & Wealth Management

Investment strategies to fit your risk profile and financial goals

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Government & Centrelink Planning

Navigate Centrelink benefits and government entitlements

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Superannuation & Retirement Planning

Custom retirement planning to meet your lifestyle aspirations

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Estate &Succession Planning

Succession strategies to secure your family’s future interests

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Risk Management & Insurance

Assess and manage risks to maintain your finances

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Personal Wealth & Financial Guidance

Receive one-on-one advice for informed financial decisions

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Understanding Your Financial Position

We start with a comprehensive assessment of your current financial situation and discuss your financial goals, needs, and priorities.

  • What documents do I need to file my tax return?
    Prepare your PAYG payment summaries, statements of any government payments, bank statements showing interest earned, and receipts for deductions such as work-related expenses and charitable donations.
  • How can I maximise my tax refund?
    Ensure you claim all eligible deductions including work-related expenses, home office costs, and investment losses. A tax agent can help identify additional deductions specific to your circumstances.
  • What is the deadline for filing my tax return?
    The deadline for filing individual tax returns is October 31. However, if you are using a registered tax agent, you may be eligible for a later deadline.
  • What should I do if I make a mistake on my tax return?
    You can request an amendment to your tax return through the Australian Taxation Office (ATO) or your tax agent can assist you in correcting the error.
  • Can I file my taxes electronically?
    Yes, you can file electronically using the ATO's online service, myTax. This is a quick and secure method, and your tax agent can submit it on your behalf.
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Meet Our Expert Financial Planner

Albert, with 40 years in the banking and financial services industry, is a director at Vision Financial Strategies and a member of the Association of Financial Advisers, specialising in business insurance and business succession planning.

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