SME’s - Strategies for Success

Financial Year End and Beyond

Don’t miss an eye-opening Chamber event to be held on the 18^th May 2011 @ 6pm at Priority Planners in Chatswood.

As we approach financial year-end – Priority Planners will provide some revealing insights into the strategies that Priority regularly employ on behalf of their clients to manage their complex financial lives.

Year-end usually ends with Business Owners trying to collect, dissect and manage their administrative pressures in relation to their taxes, superannuation/self-managed superannuation/ investments/ insurances/ estate planning and more.

Let Priority Planners help you clear your thoughts and avoid some of the pitfalls that many clients tend to make in attempting to grow and protect their wealth.

With approximately 18,000 financial planners in Australia, Priority Planners have differentiated themselves and stand out from the cottage based planning industry for the following reasons:

Priority has scale - Large enough to have dedicated resources, yet small enough to deliver personalised & tailored advice.

Priority has industry experts – certified financial planners, chartered accountants, banking & finance backgrounds.

Priority is independent – Our recommendations meet stringent compliance checks. We are not owned by a bank. Therefore we’re not forced to offer manoeuvred bank products.

Priority is a complete financial services business – with a team of more than 20 professionals, we are large enough to offer holistic wealth advice.

About the Presenter:
Larry Fingleson is the managing director of Priority Planners and has a background in Chartered Accounting & consulting roles.

Under Larry’s tenure, Priority has grown fourfold and is a successful multi-million dollar business – one of the largest non-bank owned practices in Sydney.

Meeting Date & Venue:

18th May 2011, 6pm Registration for 6.30pm.

Priority Planners

Level 15, 799 Pacific Highway, Chatswood   NSW 2067
(02) 9415 1611
Parking – Council Car Park Albert Avenue & Thomas St, Chatswood.

RSVP by email to  info@astlcoc.com.au.
Your Name, Company Name by 12 May 2011. Limited to 20