At Wealthfarm, we believe both education and communication are the key to securing a better lifestyle. In order to facilitate this information flow, we hold regular Education Sessions and Workshops that are FREE to the public. Wealthfarm believes in life long learning and providing the catalyst for everyone who attends our free education sessions is the first step towards your financial goals.
Our sessions cover a range of topics including, paying off your home loan sooner, how to build wealth, Capital Gains Tax explanations, the sharemarket, property, superannuation, tax planning, business succession and much more.
We believe that the more we educate and inform you about managing your money, the quicker you can achieve your financial and lifestyle goals.
Our education sessions run for about two hours and over this time we provide fresh light refreshments.
To register for a session, click the date below and follow the prompts. Alternatively call 1800 WORK IT (1800 9675 48)
We look forward to seeing you at one of our Education Sessions in the near future.
Remember, 'What you have is just the start. What you do with it is the difference"
Investment Property in Superannuation - Making the property investment dream a reality
In July 2007, the Government introduced some major changes to super including allowing the trustees of a SMSF to use their assets to invest directly into investment property with the added benefit of gearing.
Nathan Cross, Director of...
Register Now. Reserve your seat at this event by clicking here.
Business Succession Breakfast
Do you know the importance of Business Succession Planning?
Book now to attend a FREE Business Succession Workshop. Enjoy breakfast at this informative workshop that is completely designed for small to medium size business owners looking create a business...
Register Now. Reserve your seat at this event by clicking here.
Business Succession Lunch
Do you know the importance of Business Succession Planning?
Book now to attend a FREE Business Succession Workshop. Enjoy lunch at this informative workshop that is completely designed for small to medium size business owners looking create a business...
Register Now. Reserve your seat at this event by clicking here.
Financial Services Information
Nicholas Sinclair, Stephen Pollard,
Michael Smyth and Javier Fonseca
Wealthfarm Financial Planners
ABN 77 159 754 322
Authorised Representatives
GWM Adviser Services Limited
Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street
North Sydney NSW 2060
Disclaimer
Wealthfarm Pty Ltd, ACN 119 411 175, t/a Wealthfarm Financial Planners, is an Authorised Representatives of GWM Adviser Services Limited,
AFSL 230692, an Australian Financial Services Licensee with its registered office are 105-153 Miller Street North Sydney NSW 2060.
IT'S TAX TIME!
SPECIAL EARLY BIRD OFFER FOR NEW WEALTHFARM ACCOUNTANT CLIENTS.
10% off the cost of your 2009 - 2010 return.
For expert proactive taxation advice, call now on 1800 967 548
and quote "TAX TIME" when making your appointment.
Do you know the importance of Business Succession Planning?
If something happened to you or your business partner, what would happen to your family and business?
Click here to attend a FREE Business Succession Breakfast on 18 August
or
Click here to attend a FREE Business Succession Lunch on 15 September
INVESTMENT PROPERTY IN SUPERANNUATION:
Making the property investment dream a reality!
Use debt to create wealth
Enjoy Concessional tax rates
Pay no Capital Gains Tax in pension stage
Let your Super Contributions and rent pay off your investment property
Nicholas Sinclar and Nathan Cross will show you how easy it is on: