Curious About Collaboration?
“As a member of Australia’s most admired financial profession we understand that your ethics, integrity and honesty are second to none. In fact, recent research shows over 50% of Australian’s believe Accountants are trustworthy, and as an accountant myself, I know that this is a well-deserved reputation.
And it’s this trust and integrity that gives us the confidence to invite you to collaborate with us.
From practising Chartered Accountant to Certified Financial Planner, I work alongside my business partner Ash Nicol, a Certified Financial Planner and highly skilled SMSF specialist.
Together we are Wealthcorp.”
– Ian Davies
Whycollaborate?
Getting the best outcome for your client is at the heart of what you do.
As an Accountant, you have a busy and demanding role, without taking on the extra work and responsibility of becoming a Certified Financial Planner. Believe me, having gone through the time-consuming training and accreditation process, I can vouch for the fact it’s a strenuous and costly undertaking, only suitable for those with plenty of time on their hands!
So, it makes sense that to offer the fully-rounded service you want to provide, the only viable option is to find collaborative partners. But of course, it’s vital you align yourself with trustworthy, ethical professionals who understand how you work, and deliver the same high standards your clients deserve.
And that’s where we can help.
The WealthcorpDifference
We know from the Accountants we collaborate with, that our approach is different. And here’s what they tell us…
7 Reasons Why Accountants Prefer Wealthcorp
- 1. You focus on what you do best (and let us do the rest)
When you collaborate with us, we take care of Financial Planning and all its associated costs and liabilities, while you stay focused on providing the high-quality accounting advice you’re renowned for. - 2. Your client stays your client
Which means you can trust us to protect the integrity of the relationship between you and your client. Your client is always your client and we never refer to other professionals without consulting you. - 3. We have your client’s interests at heart
Our highest priority is to your client. We put their needs first, which is why we’ve built a solid reputation that’s stood the test of time. Our loyal client base enjoys an attentive, personalised service and that’s what you can expect for your clients too. - 4. Your participation is paramount
Which means you are invited to attend the meetings with your client, you’re kept updated with regular reviews and consulted in the decision-making process. - 5. Your expertise is foundational for success
Which means we respect your area of expertise and invite you to frame our discussions with your experience of tax law and compliance. - 6. You are always in the loop
Which means you’ll always be kept updated, as the planning process unfolds. If there are changes to strategy, circumstances or goals you’ll be kept in the communication loop. - 7. Your integrity is respected
Which means we act in the best interests of your client, just as you do. As professionals we offer a fee for service model. This transparency is paramount and aligns with the integrity we prize.
