Thursday, June 17, 2010

End of year time for us Accountants and Financial Planners can be a real handful at times. No matter how many times we tell clients they always leave planning to the last minute.

When you are sitting down in front of a client with hundreds of thousands of dollars of taxable income that they need to get rid of with a few days before June 30th it is really easy to see why so many advisers take the easy way out and place their clients funds into Agri investments! In the office we are not taking that option and instead looking at more complex multi product strategies with a range of capital protected products that are based on equities.


  1. Hi, (Also, interested for article exchange)

    This is Carol, a web master of some quality financial websites having good Internet presence and traffic. As I found your website is relevant to my one, I'd like to have you as my link partner. I am ready to give you some healthy links (both text and banner) from content pages (pr1/2/3) of my websites.

    I have few brand new debt, mortgage, insurance, credit related articles, which I wish to post in your site.

    If you are not the concerned person, then kindly forward this mail to the web master concerned.
    Waiting for your reply.

    N.B: -- This message contains personal, privileged, and confidential information and is intended only for the individual named. If you are not the named addressee, you are NOTIFIED not to disseminate, distribute, re-transmit, copy, or utilize this e-mail, and contents herein. Please notify the sender immediately by return email if you have received this e-mail by mistake. You are FURTHER NOTIFIED to delete this e-mail and any attachments, as well as any copies made thereof, from your computer system(s). The sender does not accept liability for any errors or omissions in the contents of this message and unless explicitly stated otherwise, does not intend to give legal advice or enter in an attorney-client relationship.

  2. Hi Carol,

    Always happy to share, send any articles you want published to and I will get them up in 24 - 48 hours