Dear valued client,
We hope you have had a prosperous start to 2014!
Finance now available at Bourke Group
Bourke Group now have the ability to provide a wide range of funding options for our clients. This has been driven by client demand to enable all of their financial needs to be taken care of in one place.
The benefits we hope to bring to our clients:
* One point of contact
* Easier process for documentation gathering and approval (it is usually all in house)
* 360 view – outcomes that are more suited to the overall objectives of the clients
* No bias to one bank – wide range of lenders all competing for business to lower cost of funding
The scope of our funding solutions will focus on:
* Residential Mortgages
* Commercial & Rural Lending
* Investment lending
* Business Finance
* Equipment Finance
Bourke Group is proud to have Charles Yang on board to deliver these solutions to our clients who has over 10 years’ experience as a mortgage manager and originator.
ATO heats up lodgement chase
The ATO has recently ramped up it’s attempts to ensure lodgements are up to date and are beginning to impose hefty fines in the process. If you have any outstanding lodgements or are unsure, please contact your client manager so we can ensure we are on the front foot with any compliance matters.
‘Do Beautiful Business’ Seminar
Bourke Group (in conjunction with Xero and MyMac) are running a seminar on Tuesday 25th March 2014. At this free event, Bourke Group will give you a live demonstration of the benefits of moving to Xero accounting software and the real-time reporting it provides.
For details and registration visit the Eventbrite link here: www.bourke.eventbrite.com.
Did You Know?
Bourke Group offers a wide range of solutions to our clients. Our goal is to engage and employ specialists that your client manager can call on to help grow and protect your wealth.
* Accounting & Taxation
* Investment Advice*
* Life Insurance, Income Protection, Trauma & TPD*
* SMSF setup and compliance
* Investment Property Advice
* Corporate Advisory & Consulting
For further information about any of our services, please contact your friendly team.
*Kristen Quirk and Bourke Private Wealth Pty Ltd ABN 16 123 734 190 are Authorised Representatives of GWMAS Limited ABN 96 002 071 749, an Australian Financial Services Licensee with its Registered Office at 105-153 Miller Street, North Sydney NSW 2060. A member of the National Group of Companies.