Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.
The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.
Ever had the feeling where you are surprised by something that’s happened in your business? You certainly wouldn’t be alone. But at the same time, you’re probably wondering ‘why didn’t I see that coming’?
The latest media storm should not detract from the excellent work you are doing as a wealth professional. This is not time to hang your head and skulk into the shadows as an adviser. Rather, be proud of what you do and how you do it.
Clients are no longer coming to advisers and accountants purely for information. What they are seeking is for their advisers to provide insights from this information and to help them make the right choices about their financial situation.
The minutes accountants prepare for SMSF clients legally need to include the consideration of life insurance. However, conducting a detailed fact find into a client’s unique personal circumstances including goals and objectives, lifestyle planning and medical history is not something you as an accountant should have to do yourself