Meeting clients

This article shows how your accountant might be able to offer more than just tax compliance services.  If you struggle to trust the financial planning industry and its link to big financial institutions or think them too expensive, read this article.

The article is a summary of an earlier presentation I gave to the Institute of Chartered Accountants in Australia and which has been published as a condensed article in the West Australians Your Money section .Opinion piece accountant v financial planner Nov 2018