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Our advice can be tailored to any number of scenarios. Below are some examples of real-life cases which we have handled, each of which are on the road to a much better outcome than they had previously expected.
Peter and Jane own a number of child care centres and they approached their existing accountant, and the financial planner associated with the accountancy firm, and said: “We are paying too much tax and we have strained cash flow. What (Read-more..)
Paul and Carrie own a cane farm that produces approximately 10,000 tonnes a year. They have identified another farm that they could purchase which would increase their tonnage by a further 3,200, as well as receiving extra water (Read-more..)
Simon and Kerry were looking for guidance on when they could realistically retire. At this point, Kerry was 60 and Simon was 65 and they were looking at working for a further 10+ years to enable them to hopefully retire on an income of (Read-more..)
Important information
The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
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KGE Financial Advisors Pty Ltd ABN 98 163 773 733 is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
