astute investments booklet jan 2011
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Astute Investments update for Jan 2011TRANSCRIPT
Our AimOur aim at Astute is to build wealth for our clients through
sound education and an understanding of their individual
needs and goals.
Astute InvestmentsWe are the ‘one stop shop’ for all your financial and investing
needs.
At Astute we understand the fundamentals of property and
share acquisition and we aim to make investing simple and
easy to understand. The key to this is to empower our clients
with the education to make the correct financial decisions for
themselves depending where they are in life.
Astute offers free consultations to discuss your goals and
commence the education process in a relaxed and friendly
environment. We pride ourselves in clients that can make fully
educated decisions about the direction they’re heading in, and
can then reap the rewards of a sound financial plan that they
have ownership of.
Financial PlanningAstute Investments can help you make the correct decisions
for your future based on sound knowledge and education.
Through careful analysis of your current circumstances and
future goals, Astute Investments can assist you in tailoring
strategies to ensure your financial plan is right for you both now
and in the future.
Astute Investments offers the following services:
• Property Investment
• Financial Planning
• Mortgages & Lending Strategies
• Tax Planning
• Superannuation
• Insurance
Secure your financial future with ongoing advice and solutions
with the development of a long term strategy to ensure your
financial freedom.
From building wealth to funding retirement, you will receive
financial planning strategies to suit your individual requirements
to assist you becoming financially secure sooner.
Improve your wealth and balance the risk of life through
investment advice, superannuation, tax effective strategies and
insurance.
Invest in your future today, with Astute Investments.
Astute Investments
PropertyWe specialise in property acquisition and education for our clients and offer a unique combination of services to ensure that plan
implementation is in line with their long term goals, with a focus on accumulating wealth.
At Astute we search for the property growth areas where government and industry infrastructure are driving rapid expansion. The key
to locating a sound performing property is the generation of jobs in the area.
Some of the key topics that are discussed and covered in the consultations are:
• Do you know what a tax variation form is?
• Do you know what a depreciation schedule is?
• Should you pay interest only on an investment loan and why?
• Should you rent and invest, or buy your own home to live in?
• Pre-payment of interest in advance to reduce Capital Gains tax when selling.
• Have you claimed all the borrowing costs involved in purchasing the investment?
• What are the long term benefits of the First Home Buyers Grant?
• Does your work place offer subsidised rent and how can this help me?
If you don’t know the answer to all these questions then you should sit with us today for a free consultation.
Astute Property
Mobile 0419 278 883Email [email protected] Address Suite 1, 175 Ferry Rd, Southport QLD 4215Postal PO Box 832, Sanctuary Cove QLD 4212www.astuteinvestments.com.au
Copyright © Astute Investments Astute Investments is the trading name of Astute Investments QLD Pty Ltd as trustee of Game Family TrustABN 42 577 965 286 / ACN 134 410 414