The Perfect 2021 EOFY Strategy

By Simon Cooper
June 16, 2021

We are once again headed towards the end of the financial year but it goes without saying that this year is not like any other.

How did you fare in the last financial year?

We have experienced a cataclysmic blow in the global economy effectively damaging the national economy and putting a strain on the financial market.

The COVID-19 pandemic truly hit us like a surprise that we never saw coming and one we never wanted. While the financially stable businesses and individuals thrive, those that were ill-prepared took the biggest blow in this time of crisis.

Some of the most common concerns that are voiced by our clients include:

  • What comes next?
  • How will those that were financially devastated by the pandemic get back on track in terms of finances?
  • How will businesses and individuals be better suited for future financial endeavours making progress towards a better End of Financial Year assessment in the next coming years?

Join Michael & Tony as they discuss the Perfect 2021 EOFY Strategy

Michael Yacoub, Forward360’s CEO & Business Advisor sat down with Senior Financial Advisor Tony Densley for an insightful interview on the importance of wealth creation.

As one who has over 30 years experience in the financial planning arena with extensive experience in areas like investment, lending, insurance as well as self-managed super funds, Tony shares how important it can be when you’re striving towards your goals while working hard on creating that sustainable future.

In this interview, Michael and Tony discuss best practice strategies in working with his clients. Get inside the mind of the two of the dynamic and highly professional financial advisors that are a part of our team.

Pick up a trick or two from what they have to say on taking better control of your finances because we are here to help you reach your financial goals and learning starts right here.

Simon Cooper

Co-Founder, Managing Director, Financial Adviser

Simon is a financial advisor who takes his work seriously. He ensures that all of his clients receive the best possible advice, so that they can reach and exceed their financial goals, both personally and professionally. Simon has been in the business for many years, and has a wealth of experience to share with his clients. He is known for being friendly and approachable, and always puts the needs of his clients first. Simon Cooper is an Authorised Representative of Reedy Capital Pty Ltd (AFSL No. 495539), Authorised Representative Number 1248807 and a financial adviser at Forward360.

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