CLIENT'S FEEL SAFE AND SECURE WHENWE WORK TOGETHER
Your clients see the value of their Accountant engaging in a professional dialogue with their Financial Planner. It makes them feel safe and secure, knowing that together we have the belt and braces of their financial life covered.
Our professional partnerships are founded on trust, mutual respect and client-centered service. Accountants say that they benefit from the multiple perspectives, shared problem-solving and seeing the client outcomes.
Six Compelling Reasons for Collaboration; We’re Better Together
COMPELLING REASON #1: WE'RE BETTERTOGETHER BECAUSE
Our Advice Saves You from Getting Licensed or Authorised
Are you wondering whether to get licenced as a Financial Planner? Chances are you know your clients need Financial Planning Advice, but the current legislation prevents you from being able to provide this yourself without becoming licenced. Accountants tell us that they’re worried if they take on the extra role they’ll be spread too thin. We know from experience that it’s a time consuming and costly process, and many accountants are simply too busy to engage in this rigorous accreditation.
COMPELLING REASON #2: WE'RE BETTERTOGETHER BECAUSE
We Bring a Dual Perspective
Your client’s taxation and compliance doesn’t sit in isolation from their cashflow planning, personal finances and investment portfolio. And that’s why it’s a powerful combination when Accountants and Financial Planners work together in the client’s best interests. Because we can see the whole picture they get well rounded advice that moves them forward in the direction they want to go.
COMPELLING REASON #3: WE'RE BETTERTOGETHER BECAUSE
We Inspire Confidence
Your clients trust you, that’s why you’re where you are today. But trust is fragile, needs nurturing and replenishing. Your experience, integrity and professional reputation tops-up the trust bank. And when you collaborate with a Financial Planner, purely to improve the finances of your client, the trust increases again. Why? Because there aren’t enough highquality professionals collaborating in this way, and it sets you apart when you do.
COMPELLING REASON #4: WE'RE BETTERTOGETHER BECAUSE
We Create a Seamless Experience
Together we provide a seamless experience that’s dedicated to improving your client’s business, personal and retirement goals.
As professionals we strive for continuous improvement. Which means if we can make it better, then we do. That’s why we believe in collaborating with like-minded Accountants. Our collaboration fosters a cycle of goodwill, which increases the likelihood of family referrals, creating a seamless experience from generation to generation.
COMPELLING REASON #5: WE'RE BETTERTOGETHER BECAUSE
We Simplify their Financial World
Clients look to us to simplify their financial world. Individually we do this, giving advice within our scope of practice. But that leaves the client to put it all together and make sense of the separate parts. When we collaborate, we lead the way in helping them to understand how their financial world comes together. This means less confusion, more confidence and everincreasing trust.
COMPELLING REASON #6: WE'RE BETTERTOGETHER BECAUSE
Our Combined Advice Helps with Life’s Curve Balls
When we join forces, we have the power to assist your clients to anticipate change, plan for the unexpected and stay compliant. This combination is particularly powerful in a crisis, when clients are overwhelmed, stressed and anxious. Together we form a dependable team who are there for your clients through the ups and downs.
