You may have heard us talking about our exciting and dynamic Integrated Wealth Masterclasses. Or maybe this is the first you have heard of it. Either way, the energy coming out of the room after each presentation has been electric! Our clients tend to walk out of these events inspired to take action, with a greater knowledge of wealth creation or even feeling like they have been “unhypnotised”.
So what is all this hype you ask?
At PLH Accountants, we pride ourselves on being proactive accountants rather than reactive. What this means is that our focus is not only on compliance. As our mission, vision and values states:
It is our mission to increase and protect our clients’ net worth from generation to generation.
For this reason we have expanded our accounting practices to incorporate an Integrated and complete Financial Wealth Service that includes Financial Planning, Finance and Real Estate Investing. These Masterclasses are an introduction to our partnership with JDL Strategies.
During the presentation you will hear from the man himself – Julio De Laffitte – the Founder of JDL Strategies, entrepreneur and self-made millionaire. Driven by his personal ambition to raise the financial intelligence of Australia, Julio has become one of the most successful wealth generators in the country.
During the Masterclass, Julio will share insight into his wealth creation strategies and how these strategies can work for you. You are then invited to attend a free two hour meeting with a Client Manager from the JDL team to see what potential your financial future holds.
This is by no means a get rich quick scheme but the Masterclass gives you a fresh look at your finances and ways you can utilise what you have to remove any current inefficiencies and improve your financial situation for the future.
Come and see for yourself why our clients are so glad they came! If you are ready to make a change to your financial position, come along to one of our many free Masterclass events in 2018. Give our office a call on (02) 4934 4260 to secure your seat.
Details for our next event are:
Integrated Wealth Masterclass
at East Maitland Bowling Club
Monday, 12th February 2018
Masterclass: 6:30 – 8:30pm