Collaboration

The status quo:

Accountants are licensed to give tax, audit and other specialised services to clients. Accountants need to be licensed to give SMSF advice before 30 June 2016 (and apply much earlier than that);
Estate Planning can only be provided by a legal professional;
Financial Planners require an Australian Financial Services Licence to have Authorised Representatives provide ‘financial services’ advice under Corporations Law and ASIC supervision;
Finance brokers are licenced to provide advice on loans to clients.

What clients want?

Clients want the best service they can get for a fair price. Clients have never been offered more competition for: SMSF administration; accounting; insurance; loans; wills, etc.
If professionals in their several areas do not provide superior service our clients, someone else will. Those firms will increase their clients and fees and the ones who do not will lose clients and fees.

A better paradigm for clients:

Clients want great service that allows them to:

  • Comply with taxation and business legislation and other obligations;
  • Legally and prudently develop winning strategies to build their investments and retirement capital faster;
  • Buy the right real estate, shares and other investments to maximise their wealth;
  • Protect their wealth if any illness, injury or death affects their family;
  • Assist their children to get educated, own real estate and be independent;
  • Transfer wealth to the right person at the right time with the minimum tax;
  • Enjoy their leisure and professional time more because of the trust they have in their advisers.

Wise Investment Advisers assist highly ethical and client focussed accountants, estate solicitors, and finance brokers to collaborate for a better client experience. The result is happier and more loyal clients who can concentrate better on their careers and families- which inspires them to be more ambitious. A virtuous cycle follows that allow the collaborating professionals not only retain these clients but also to build their respective practices with referrals from satisfied clients. This ensures the value of each firm and the professional’s retirement plans due to the generous small business capital gains tax exemptions.

  • Are you an ethical owner of an accounting, estate planning, finance broking or other related business?
  • Do you want to grow your business and have more satisfied clients?

If YES then please complete your registration of interest and our CEO Bruce Davis will contact you to establish whether there may be synergy and mutual benefits from our collaboration.

This is particularly relevant to any accountants who are seeking to ensure their SMSF clients are able to be retained after June 2016.  All inquiries will be treated with absolute discretion and diligence.