If Matthew is unavailable for any reason we always go to Jenny who is excellent.
Ross and Noelene
Investing with Confidence in 2011
Written on the 30 June 2011 by Josman Financial Group
Whilst there has some fluctuations in the markets over the past few weeks, the general feeling of “nervousness” is easing. Below is the Australian Market over the past 2 years and we can see the start of the recovery in late 2009, the we had what is generally being called GFC 2 around May 2010 and then what we are experiencing now (or since April 2011) is GFC 3.
As we head into the end of another financial year, it’s important to review our tax position and see if there are any opportunities to reduce or save on your tax situation, Josman has looked at this for you and below I have listed some of the ideas we can help you with. Naturally it’s important to seek advice on any of these areas and how they might affect you personally!!
If you have any enquiries regarding protecting your investments, protecting your most valuable assets or your tax planning, please give our office a call to book an appointment.