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  • Our Services
    • wealth management
    • Personal Insurances
    • Debt and financing
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  • Blog

UK Votes to Leave EU

28/6/2016

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In a historic vote which has ended months of speculation, the UK electorate has voted to leave the European Union (EU). While the speculation may have ended, the uncertainty has not. What will an exit from the EU mean, not just for the UK, but for Europe and beyond?

In the attached article, we look at the economic implications of the vote andwhat this means for you.

If you would like to discuss the implications in relation to your long term strategy, please contact our office on 03 9846 1099 or info@aandtfs.com 
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End of financial year is nearly here!

4/6/2016

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 ​With the end of financial year fast approaching, now is the time to get all your finances in order.
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The end of a financial year is the perfect time to get your finances in order and ensure you get the best possible tax return, so read on to find out how to survive the end of the financial year and make the most of your situation. Click on the links below for specific tips in regards to:

- Your superannuation 
- Your debt and loans
- Tips for business owners or individuals to bring forward tax refunds


Of course if you wish to discuss any of the specific issues affecting you in greater detail or any other matter, including the proposed budget changes, then please contact us or arrange a time call to arrange a time for a meeting on 03 9846 1099 or click on the link below to arrange a no obligation face to face meeting. 
Request meeting

What you need to know  
This letter contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. If you decide to purchase or vary a financial product, your financial adviser, Charter Financial Planning and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Please contact us if you want more information. 
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 Poci Investments P/L (ACN 609 788 098) ATF Anthony Poci Family Trust ABN 62 671 011 982
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