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"Always turn a negative situation into a positive situation"
Michael Jordan |
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Greetings!,
On behalf of all of us here at ThePrimeAdvisoryGroup, Happy New Year and welcome to the first edition of Ontrack for 2012.
Amazingly we are already 7 weeks into the New Year & whilst we hope you have had a great start to 2012 it's worth considering:
- What were your New Year's Resolutions?
- What plans were put in place to make 2012 great?
- Have the plans been implemented, put off for another day or simply forgotten?
We all make great resolutions when the party poppers are going off & the last of the bubbly disappears but the key is to implement.
Whether the plans are for your business, your career or personal we would love to hear about them & assist you with implementation. And yes, we can hold you accountable if you would like us to.
Don't let another year slip by, be proactive:
- Call us to arrange a complimentary meeting to discuss your goals and how they can be met
- Complete our online Business or Personal TRUST Assessment to receive a complimentary Action Plan (see article & links below)
- Attend one of upcoming events on Business Cashflow, Self Managed Super Funds or Property in SMSF's
- Do all three!
Planning should be easy and we think we have the solution ...........
As ever, we look forward to continuing our work with you to help you keep your business & personal finances ontrack.
Christian BorkowskiCEO 
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How to Create a 90 Day Cashflow  Creating a cashflow is mostly the application of sound business reasoning and a goodly dose of common sense. It can be fairly straight forward! This statement may surprise many people. If it has gained your attention, please read on! If cashflow planning is so straight forward, why is it that so few businesses actually prepare a Cashflow Statement? AND of those that do, why is it not constantly refined and adhered to? Cashflow is after all the LIFEBLOOD of any business. Without cash a business cannot operate. The business landscape is literally littered with profitable business who have failed because of poor Cashflow. If you do not want to be one of these statistics than Cashflow planning is crucial.
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Exclusive Personal Financial Health Check
Have you conducted a personal financial health check lately?  This is our new and unique financial tool, TRUST.
TRUST will assess your personal financial situation, identify areas for improvement and provide you with an in-depth customised report and action plan.
Trust is an online assessment tool that can help identify opportunities within your personal financial situation. We want to use TRUST with all our clients to really make sure we are serving you well. And it is a process you can use right now, at no charge.
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 You might have heard the advertising about the Personal Property Securities Act (PPS Act) and the national register that opened on 30 January 2012. But with a title like that it's easy to think that the Act and the register are not something that the majority of us need to worry about. But, if you intend to: borrow money against an asset; provide goods on consignment or on credit; supply goods under a lease arrangement (or enter into a leasing arrangement); buy a business; or, buy personal property (excluding land), the PPS Act and register will impact on you.
Read the full article |
National Award Nominations Our PrimeWealth division has been nominated for the following awards for Securitor in NSW: - Practice of The Year* - PrimeWealth
- Rising Star - Kevin Bettman
* we won this award in 2009 Securitor was established in 1986 by two advisers who were passionate about delivering quality advice to more Australians. By ThePrimeAdvisoryGroup being a Securitor advisor, it ensures we are able to offer the very best service to all our clients. We focus on sharing our passion for providing you with the very best quality financial advice. We aim to be professional but approachable, driven but down-to-earth, highly-qualified and helpful. If you would like to find out more, just give us a call.
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Haven't come to one of our events before? We hold different events monthly in-house to help keep you ontrack. Our workshop style events offer individuals and business owners the opportunity to learn and improve their knowledge in specific areas. Our upcoming topics of Managing Cashflow and All you need to know about SMSF are just for starters.
You get to ask questions throughout the workshop and leave with confidence that you know a little more and can make better financial decisions.
We look forward to seeing you at our next event, just be sure to register!Date: 1 March 2012
Time: 4pm - 6pm | Key Strategies for Managing Cashflow | Date: 8 March 2012
Time: 5pm - 6.30pm | All you need to know about Self Managed Super | Date:14 March 2012
Time: 8am - 9.30am | PrimeAdvisory Bookkeepers Network | Date: 22 March 2012
Time: 5pm - 6.30pm | How to use your Super to Invest in Property | Date: 28 March 2012
Time: 12 - 1.30pm | All you need to know about Self Managed Super | Date: 9 May 2012
Time: 8am - 9.30am | PrimeAdvisory Bookkeepers Network |
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spark Digital is the new online version of spark magazine, full of great articles, tips and ideas for small business.
This issue:
- How to beat (or at least compete with) Big Business
- What are you really saying? How to build a brand that speaks volumes
- From Eagle Boy to Crusty Devil
- It can't happen to me... Can It?
- Hitting the High Notes with Tania de Jong
- and much more....
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IT tools to make your day easier
LastPass takes the struggle out of remembering each password that you need for online applications. Whether you use these passwords everyday or once a year, Last Pass will log you in automatically instantly saving time searching for and resetting lost passwords. It will be the last password that you will need to remember.
Find out moreReceipt Catcher is an app for capturing expense receipts and creating a file to bring them all together. Great if you do monthly expenses, not good if you manage expenses by project. Find out more |
QR Codes - What are they?  QR Codes (Quick Response) are mobile phone/tablet readable barcodes that are making a big appearance in Australia. QR codes create a simple way to scan and visit webpages, YouTube videos, twitter accounts or Vcards - simply scan the code and you are taken straight to the web site or electronic business card.
To scan the QR codes you need a QR reader, there are loads of free QR reader apps around however not all of created to the same standard. The free QR readers that we use and like here are i-nigma or QRafter for iPhone.
Create your own QR code today.
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 Some new faces on our team
To help serve you better and to complement the expertise in our ranks, we would like to announce two new staff members to ThePrimeAdvisoryGroup, Paul Messerschmidt & Abinash Dhungel. 
Joining our PrimeWealth division, Paul is a Certified Financial Advisor, specialising in wealth management. Paul brings many years experience to our team and is keen to meet and work with clients to achieve their desired results.
Abinash has been successfully running his own finance business and has joined our team heading up our PrimeLending division. If you are unsure as to whether you are getting the best available deal with your current lender, or are thinking about funding future purchases, Abinash will review your current situation to get the best deal for you.
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The Lindfield Rotary Club FUNRUN is being held on 1 April 2012, and this year we are sponsoring the event. The event raises support and awareness for KYDS. If you would like to join in, you just need to register
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Quick Links
FeedbackWe welcome your feedback as we strive to do better and improve our service.
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Next Issue
| What is my business worth and how do I plan for my exit? |
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Directors: 
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Peter Gooden
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Christian Borkowski
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ThePrimeAdvisoryGroupLevel 11 815 Pacific Highway, Chatswood, NSW 2067 02 9415 1511Email: info@tpag.com.au |
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