How to prepare for and read a tax return
Whether you use an accountant or lodge your tax return yourself, understanding your tax return and how to prepare for it is vital in planning and achieving your money goals!
All about profit and loss statements
Learn how a personal profit and loss statement can help you to achieve your goals of owning a home, embarking on the adventure of a lifetime or whatever else your heart desires!
The knowledge you need to confidently manage your money and achieve your goals
Say goodbye to your FOFU and set yourself up with success with the financial literacy understanding you need to set, manage and smash your financial goals
Helix Planning: Resolve to Evolve
That's why we created Do you have finance FOFU - an interactive course that builds on the fundamentals of managing your finances and takes your money confidence to the next level. (I don’t know if this is right either, what do you think?)
In this module, facilitated with our own partner Accountant and Registered Tax Agent Trudi Cowan, you will learn how to prepare for and read a tax return, understand the workings of, and how to read a profit and loss statement and utilise this info to help achieve your money goals. It can be taken at your own pace, in your own time, on your schedule.