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Accountants

A Working Partnership

You may already know this but the most profitable accounting firms don't get directly involved with financial planning. According to the BRW¹ (August 21-27, 2003) the most productive firms focus on the core business of accounting and avoid providing financial planning services in house.

The dilemma is how do you protect your valuable clients from the threat of poaching from other firms that do provide the "one stop shop" service?

This issue becomes even more relevant with the introduction of Financial Services Reform Act from March 2004

According to The Assistant Treasurer Helen Coonan - interviewed by AFR
"The reforms would restrict accountants not licensed to give advice on financial products including DIY Super Funds to provide much more general advice on superannuation after March 2004"

Accountants - Our Partners

PARTNERS provide you with a solution.

We aim our services to small and medium sized accounting practices. Typically, the key personnel are already busy but would like to leverage the goodwill they have built in their practice to add another income stream to the business.

The principals at Partners are mature age professionals and importantly for you and your clients have a history of successful service delivery within the financial services marketplace. We all have:

Experience working with public accountants and their clients
Have accounting qualifications and/or practicing certificates
Hold proper authorities through Charter Financial Planning Limited
Understand how to add economic value to your business

¹BRW's Survey of Top 100 Accounting Firms