After helping thousands of clients over many years, here are 4 key things I believe will incredibly benefit you from doing in the next month. In these uncertain times, this has never been more necessary. These can all be done through our new JKR Wealth Portal.
1. YOUR FINANCIAL WORLD – SORTED!
Would you like to get financially sorted? Bring your entire financial world into one place with your property, loans, super, investments, wills, insurance, banking and tax. You can easily see everything you need at once.
With all your financial information securely stored in the cloud for easy access, you’ll never have to hunt through spreadsheets and filing cabinets again.
Knowing where you are financially, is the starting point to growing your wealth and making better decisions now so you can have an amazing financial future.
2. IN CASE SOMETHING HAPPENS TO YOU
Should anything bad happen to you – would your spouse / partner / family know how to find and understand your financial life?
Where can your Important Papers and Passwords / Logins be found in case something happens to you?
Taking time to organise your important papers and records may be the best investment you ever make. It is important for all responsible members of the household and designated family members who live elsewhere, to know where papers or records are kept and who to contact for advice in case of an emergency.
The new JKR Personal Wealth Portal has been designed to assist you in preparing for such an occasion.
By planning ahead and completing this you will save time, stress and money if an emergency should arise or a death occur.
Plus, the best place to keep this completed document is in your “Personal Wealth Portal” – available to be accessed by you, your spouse or partner, and anyone else you decide to grant access to – your adult children, your parents, or other trusted family members.
3. BUDGETING & TRACKING YOUR PERSONAL WEALTH
Stay up-to-date with real-time data feeds on all your property, loans, investments & banking. Our JKR Wealth Portal will automatically create a budget for you based on the online transactions in your bank feeds. And with access available on any device, at any time, keeping on top of everything will be easy.
Tracking your wealth & spending allows you to see how you are really going. You can understand your financial habits and make the necessary changes. The will have a massive impact on growing your wealth.
4. HOW TO NEVER, EVER MISS OUT ON A TAX DEDUCTION
Many people miss out on tax deductions, every year, because they:
- Lose receipts
- Forget about payments they make
- Don’t thoroughly review their records at tax time
We can now give you something that fixes this, for good.
How much tax in the future will you save by using this?
Tracking your spending on tax deductible items has never been easier with live feeds from your bank accounts straight to your Personal Wealth Portal, and tools to ensure that you never miss a tax deduction again.
Plus – it’s as simple as clicking one button at tax time to provide us with everything you need to give us for your tax return. Amazing – and available right now.
NEXT STEPS
Please email chris@jkraccounting if you are interested in our new JKR Wealth Portal. This is now available to all our customers.
Our team is here to help you. Please ring us on (02) 9541 1744 or email us [email protected] for help from the JKR Accounting Team anytime.
We love helping you make smarter decisions now, so you can have a beautiful future!