The end of financial year is fast approaching!

2018-05-10 08:54:34

It’s the start of May which means the end of financial year is fast approaching! Tax time can be a stressful time for many people, particularly those that struggle to organise their finances throughout the financial year. Our team at ProInvest are here to help you reach your financial goals. In order to help reduce some stress come end of financial year, we’ve devised some strategies for you to consider.

Two important strategies we’d like you to be mindful of are superannuation and insurance.

Superannuation – it’s something we’re all aware of. It’s our savings for retirement and essentially provides us with the freedom to make choices in our retirement about the way we choose to live. Contribution strategies are super important (pun intended). Here at ProInvest, we can help outline the current cap rules and explain the importance of monitoring contributions to ensure no caps are breached this financial year.

Insurance – did you know that income protection is tax deductible when it’s paid personally? You do now! We recommend implementing an income protection policy now. This is a service we offer at ProInvest, among many others! An income protection policy is a great strategy as you can immediately claim the deduction in a couple of months’ time, come 30 June.

The end of financial year can certainly be stressful for some, but it doesn’t have to be with wealth creation and wealth protection strategies like the ones discussed above!

If you’d like a helping hand with either of these strategies, contact us on (03) 9428 0041 to book a consultation with one of our professionals. For information on the other services we provide, visit the following link:

Five Financial Resolutions for the New Year

2017-12-14 22:37:28

The New Year is the perfect time to set goals for yourself. Many of these goals however are somewhat...

Read more

The Importance of Wealth Protection

2017-09-19 22:41:45

Whether you’re running a small business, head of finance within a large corporation, or are ju...

Read more

What The New Budget Means For Your Own Bottom Line

2017-05-16 22:44:12

Immersing ourselves in the world of finance is what we do on a daily basis at ProInvest, so naturall...

Read more

Finding Outcomes For Our Clients That Better Their Lives

2017-04-03 22:45:14

Working in the world of finance isn’t as bloodthirsty as movies would have you believe. We don...

Read more

4 Financial Goals for 2017

2017-03-15 22:46:06

The first few months of a new year is a great time to take control of your finances and make some se...

Read more

Introducing ProInvest

2017-02-08 22:49:08

Deciding on how to manage our finances is an essential aspect of all of our lives. Whether you’...

Read more

Receive a FREE $500 Gift Voucher!

2017-02-08 22:47:30

Furnishing the Nursery? Bugaboo Need An Upgrade? At ProInvest we’ve got you covered. Refinance...

Read more

Refinance and trim the FAT off your mortgage today!

2017-01-29 22:50:00

Get in shape this summer with ProInvest, Refinance and trim the FAT off your Mortgage. Save THOUSAND...

Read more

ProInvest can help you build your wealth with quality advice from one of our highly qualified Financial Advisors.

2016-11-07 01:57:40

Our strategies to help you build wealth include: GENERAL FINANCIAL ADVICE We will meet with you to ...

Read more

Wealth Creation

We help you build your wealth with quality advice from one of our highly qualified Financial Advisors.

Wealth Protection

Protecting your wealth is as significant as the strategies implemented to increase your wealth.

Finance Brokerage

We offer a complimentary and no obligation detailed assessment of a loan to suit your requirements.


Shop 2, 245 Bridge Road, Richmond,
Victoria 3121

Tel: (03) 9428 0041
Fax: (03) 9428 0043