Things to do
Join Southern Business Connections for a morning tea with David Harrison from Pinnacle Wealth Management.
Similar to Barefoot Investor, David will discuss how to read your statements, how to make the most of your Super, how to update your Super, the importance of keeping one Super account, how the funds work and how to ensure YOUR SUPER WORKS FOR YOU!
David has been in the financial services industry for over 20 years, initially starting his career as an Authorised Representative for MLC and Financial Wisdom before embarking on his own successful business 'Money Options' in 1999. David and his staff joined Pinnacle in March 2018. David provides a professional and honest service.
Is your decision-making process structured and consistent? Do you have a plan in place to meet your business objectives? Begin formulating a detailed ...
Do you know the tax essentials when it comes to starting a new business?