Accountants

Accounts and finance are often used interchangeably and to some extent they do share a lot in common. Finance is a much broader term which encompasses pretty much anything to do with money and so does the role of a financial adviser who looks at your financial position holistically and provides advice on every aspect of your finances ensuring your financial goals are achieved.

Accountants really compliment the services that a financial adviser provides. Financial Advisers provide you a roadmap to achieve your financial goals through various products such as insurance, investments, mortgages, etc. which all have some tax implications, require financial statements or projections, etc. As financial advisers do not personally have the accountancy expertise, they would refer you to a knowledgeable accountant who would take care of your accounts related queries/ obligations so you can reach your financial goals smoothly.

As such, we work with accountants who specialize in accounting, audits, taxation, company and trust structures, business valuations, etc., which compliments each other's work and adds value to our clients. We believe this partnership can help our clients to not only be aware of their tax obligations but also help them devise strategies around ownership structures, etc. that could prove them highly beneficial.

As a financial advice provider, we understand the importance of offering our clients the best possible guidance and information. That's why we have chosen to partner with trusted providers to ensure that our clients receive the highest level of expertise and integrity when it comes to wealth advice and personal insurance.

Our Research Partners are:

• MyFiduciary
• QuoteMonster

MyFiduciary is a research provider that specialises in providing research on a wide range of financial products and services related to wealth advice. They are committed to providing independent and unbiased research and their team of experts conduct thorough analysis on investment governance, institutional asset management, advice, investment due diligence and direct or private-market investing. MyFiduciary's approach to research is grounded in their fiduciary duty to act in the best interest of their clients, which aligns with our own values as a financial advice provider.

By partnering with MyFiduciary, we can offer our clients access to a wide range of expertise and knowledge in the area of wealth advice. Their research allows us to offer our clients well-informed and transparent advice that is tailored to their unique needs and goals.

QuoteMonster is a research provider that specialises in providing research on personal insurance prodcts. Their team of experts conduct thorough research on various insurance products and services, such as life insurance, health insurance and disability insurance. QuoteMonster's approach to research is centered around providing transparent and impartial information to their clients, which aligns with our own values as a financial advice provider.

By partnering with QuoteMonster, we can offer our clients access to a comprehensive range of insurance options, along with the expert guidance they need to make informed decisions about their insurance needs. QuoteMonster's research allows us to offer our clients unbiased advice that is tailored to their unique needs and circumstances.

In summary, we have chosen to work with MyFiduciary and QuoteMonster because they are both trusted providers that offer expert research and unbiased advice. By outsourcing our research needs to these providers, we can ensure that our clients receive the highest level of guidance and information when it comes to wealth advice and personal insurance. If you have any questions about our research partners or our services, please don't hesitate to contact us.