Description
To discuss any matter, why not take advantage of our promotional offer of only $99 for the initial consultation with Jane, our principal accountant – a saving of up to $198.
Please call us for an appointment. The experience with clients has been that we spend about 1 to 1.5 hrs discussing the following:
- Your personal details/profile – helps us understand you the person
- Identify your short term and long term objectives and goals
- Review your property holdings, debt position and net equity
- Review position of other asset classes
- Explain the asset protection and tax planning perspectives
- Respond to your situation and queries with directions
- Broadly answer any question and areas of concern you have
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