Gympie, Qld – Charter Partners, leading Gympie Tax Accountants are inviting their valued clients to join them for an evening of great wine, delicious canapes and tasty insights from our friends at Elston. The purpose of the evening is for our valued clients to “Discover The Secrets To Creating, Keeping And Sharing Intergenerational Wealth”. The event will be held in the Charter Partners Gympie office at 28 Excelsior Road, Gympie on 21 May 2019 from 5.30pm – 7.00pm. Bookings are essential and full details for the event can be found below.
Charter Partners Adding Value For Clients
Charter Partners place a lot of pride in the relationships they have with their clients and appreciate the faith their clients place in them as advisors and service providers for the financial aspects of their businesses. This event continues the drive to always be seeking out opportunities to add value. The recent announcement of the launch of Charter Funding – to provide commercial lending brokerage services to Charter Partners Clients and potentially saving them thousands in interest cost is a perfect example of client focus. For more details on Charter Funding see https://www.charterpartners.com.au/finance_division/.
Charter Partners Wealth Division
As part of Charter Partners commitment to helping our clients achieve success, we’ve asked one of Elston’s key Wealth Advisers, Justin Shipp, to share his simple, effective, practical and most importantly, proven strategies for achieving financial success. For more information on for more information on Charter Partners Wealth Division got to https://www.charterpartners.com.au/wealth_division/.
The Elston team have been providing valuable wealth creation and management strategies to our clients at Charter Partners for many years and we want to extend their knowledge to you. The session will reveal valuable information on property, shares, superannuation, negative gearing, debt management, plus much more. And most importantly, you’ll learn how to create a plan that’s right for you, your individual circumstances and goals.
If you’re interested in learning smart strategies to help grow or preserve your wealth, are a homeowner with some equity and able to save $150+ per week then come along to our next session.
Inga Jarrick, a spokesperson for Charter Partners, commented "Many of our clients either own their own business or farms so the issue of intergenerational wealth is a very topical one. With the expertise of Elston and in particular Justin Shipp we thought this was a fantastic opportunity to provide our clients with the latest information for creating, keeping and transferring intergenerational wealth. Really looking forward to seeing our clients there and enjoying the great food from Michael Hehir at Cappelli".
Intergenerational Wealth Event Details
DATE: Tuesday 21 May 2019
TIME: Start 5:30pm start – Finish 7:00pm
VENUE: 28 Excelsior Road Gympie QLD 4570
RSVP: Call Elston on 1300 357 866
Bookings are essential as there are only 30 seats available.
Refreshments and canapes will be provided by our favourite Chef, Michael Hehir at Capelli.
Charter Partners Gympie Core Services
Charter Partners, based in Gympie, Queensland, offers services in accounting and taxation, taxation planning, strategic planning, self management superannuation funds, bookkeeping services, benchmark and business health check, business mentoring, and business partner program. The company offers the compliance expertise and support required from accountants and CPAs who will work closely with clients in developing tax structures and strategies to minimise tax as much as possible. A team of experts from Charter Partners will also help the business turn its vision into tangible results that will grow the business. Their tax planning strategies will help clients take full advantage of tax saving opportunities. Those looking for specific information for your Gympie tax accountant needs can go to the website at https://www.charterpartners.com.au/accountants-gympie/.
Those who are interested in getting more information about Charter Partners or Charter Funding can visit the Charter Partners website at https://www.charterpartners.com.au/ or contact them by phone or by email.