As Accountants and Advisers we see ourselves as the custodians of our client’s wealth and in holding that view we prepare and implement plans for people at various stages in their lives, and for people from all walks of life with a single outcome, the continued growth and development of our clients wealth.
From simple taxation to complex business consulting and guidance, our Team is as diverse as our strategies and our experience has been formed over many decades.
Firstly, a good accountant will not just do the work that you ask them to do; a good accountant will go above and beyond that. For example, instead of just processing your financial statements, a good accountant will give you proactive advice regarding growing your business, or cutting back on a specific sector which is costing you more money than necessary, and even helping you determine your ROI. A good accountant will also provide a ‘benchmarking’ service – where they compare your business to another business in the same sector as yours – to show you how you can improve your business.
Basically, a good accountant will add value to your business, be it through saving you money, making you money, or even introducing you to some of their other clients; either through a networking event, or even just passing on names and numbers.
A good accountant will also always be available to give you advice. They will also not charge you for this service. A lot of accountants these days still charge by the hour; even for a 2 minute phone conversation!! A good accountant will also be working on your behalf 100% of the time.
Our Advisers have one common strength – They don’t panic, regardless of market movements.
Finding an advisor who is patient and doesn’t panic is critical to success. You want a planner who is always evaluating what options are best for you, but does not divert from a well thought-out strategic plan.
WE believe that you should avoid advisors who are constantly pumping the latest hot stock pick with a sense of urgency; they may not have your best interest at heart. There should be no sense of urgency when it comes to sound investing that leads to long-term growth.
As a major shareholder of Australian Financial Services License #225738 this places us in a unique position of being free from the influence of large institutions. We are not brand or platform focused. We are not induced to invest clients’ money in one particular company. We are not limited to whom we can research and do business with.
This Freedom is in our opinion the greatest gift we can give to our clients – It is to us…True Financial Advice.
Behind our Accountants & Advisers are programmers, administrators, research specialists, compliance managers and business development managers. Underpinning our advice is our own Technology platform that we invented and for which we were granted a Patent, this is just one of the many achievements we hold as a group.
Prior to meeting with us over 67% of our clients had never invested before and didn’t even know they could start with as little as $1000?
Prior to meeting with us over 86% of our clients had no medium to long term saving strategy and we showed them how with Time, Patience and small regular savings you can make big returns.
Prior to meeting with us over 84% of our clients had idea what they were covered for, the terms of cover and the conditions of the cover. In many aspects the cover type and conditions did not reflect the needs of our client.
If you are an Adviser seeking an open APL, Patented and effective software, Client Centric compliance and strive to become as a Strategist then the model may be what you are looking for.
AspectFP is a Corporate Authorised Representative #377123 of Boston Reed AFSL #225738