Excel Financial Services

Welcome to our Winter Edition eNewsletter.

It's coming up to that time of year when people are madly rushing around trying to find ways to reduce their tax bill or maximise their tax refund.

So, in this edition we focus on getting prepared for the end of this financial year and look at ways to help you plan for next year and beyond.

Also be sure to check out the “understand and take charge of your super” article and try the new AMP Super Simulator to get an idea of how much you will need to retire.

We hope you enjoy this edition of our newsletter and if you need any further information please contact our office on 08 9489 7488 or excel@excel.net.au.

Happy reading!
From the team at Excel Financial Strategies.

Regards,

Mike Williams, Dip FP
Director

CERTIFIED FINANCIAL PLANNER™
and Authorised Representative

Excel Financial Strategies
47 Forrest Street, Subiaco WA 6008
PO Box 1301 Subiaco WA 6904
T: 08 9489 7488 F: 08 9388 3131
E: advice@excel.net.au
www.excel.net.au

Excel Financial Group Pty Ltd ABN 201 074 366 99 trading as Excel Financial Strategies and Mike Williams and Alan Stodel and Jimmy Yong and Lesley French and Nigel Owen and Ben Levy are Authorised Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327, AFS Licence No. 232706.

This article contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.