In our experience, when Accountants and Financial Planners work collaboratively, our client gets a better outcome.
When we work closely with a client’s Accountant, our client:
• Becomes more engaged
• Sees more value in their professional relationships
• Feels more supported
• Becomes more aspirational
• Achieves greater clarity and confidence
Benefits to clients
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Proactive planning
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A coordinated approach
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Understanding of interaction between corporate and personal planning
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Vision of the future and cashflow planning
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Goal setting and the big picture
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Tax efficiency
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Disaster planning
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Peace of mind
Benefits to the professional partners
A more comprehensive planning service delivering:
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A better outcome for clients
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Greater client engagement, retention, and satisfaction
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A competitive advantage/USP
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A marketing opportunity
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A two-way technical resource and sounding board
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An additional revenue stream
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Enhanced brand positioning
A simple process
We ensure that Accountants can introduce the benefits of working with a financial planner by asking simple questions.