News and views from PSZ

Time for a free spring financial health check?

Spring has sprung! It’s the season of renewal – and the perfect time to consider a free financial health check.

Are you earning good money, paying your mortgage and contributing to super, yet somehow it still feels like you’re not getting ahead?

Or perhaps you’re struggling to keep up at all.

There’s no better time than spring to look at your finances with fresh eyes. A free personal financial health check is a good place to start.

A PSZ personal financial health check gives you an hour of our time for a financial once-over to clarify where you are now, where you want to be and how you can get there.

We can advise you on how to build and protect your wealth. And we can also help you address any financial pain points you may have.

Big picture chat

“I’m getting lots of requests from clients to have a look at their big financial picture with them,” PSZ Accounting director and business adviser Carlo Scali explains.

“Sitting down for a relaxed chat in my office with all the figures in front of us and a fresh set of eyes can reveal what’s really going on – and how to improve things.

“Before you can set up a plan to move forward, you have to know exactly where you’re starting from.

“We’re doing a lot of this kind of personal advice lately.”

Carlo says he really enjoys getting clients on the right financial track through big picture thinking and planning.

“If I can help people manage their finances so they can live a more fulfilling life with fewer worries about money, it makes me feel good about going to the office each day,” he says.

Book your free personal health check now

One hour of PSZ’s financial insight is yours free of charge.

To make an appointment for your personal financial health check, please contact us now. And put a spring in your step!

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