A Matter of Trust
I bet you are wondering why such a taxation obsessed firm of Accountants is getting involved in financial advice. Well it is a matter of trust and meeting our client’s needs. We pride ourselves on being able to give the answers damn straight when it comes to tax law, now we have the resources to answer all your financial planning questions.
Financial advice is an absolute necessity in this day and age. There are many situations that need input from both a Financial Planner and Accountant. Two professionals working together will enhance the result and accountability.
BAN TACS Financial Solutions provides a unique advantage, it allows our clients to be supported by their long time trusted advisor, namely their Accountant while going through the financial planning process. To achieve the best results in your financial plan takes more knowledge than can be accumulated in one life time and a very detailed understanding of your personal circumstances and finances. We recognise that to achieve a holistic approach to your financial needs you need both the services of a qualified Financial Planner and your Accountant who has developed a unique understanding of your personal and taxation issues over the years. With BAN TACS Financial services there is no need for the client to be the go between advisers we will all work as a team.
Life was good back when Noel Whittaker had his practice we could refer to him with confidence. Then Noel and Cheryl sold Whittaker Macnaught to a bank!!!! I can tell you, back then, we didn’t know how lucky we were.
With BAN TACS Financial Solutions you can be confident that wealth creation, insurance and the tax considerations are covered in the most efficient and effective way for your particular circumstances.
We can ensure that you receive objective, relevant investment and insurance advice, specific to your needs with the best tax outcome unique to your circumstances.
The BAN TACS group already have two long standing licenced financial planners. Pat Hennessy will be joining us to take on the full time financial planning role. Together with our group of trusted advisors in specialist fields, such as aged care, that we have found over the years, we will make sure you get the best advice in all areas. Most importantly advice you can trust.
Pat Hennessy is based in Brisbane but will also travel to our Mackay, Sydney and Melbourne offices on a regular basis as well as our other offices such at Toowoomba and the NSW Central Coast as required.
Just like the relationship you have built with BAN TACS Accounting over the years we want BAN TACS Financial Planning to become just as comfortable and familiar. It may simply start with consolidating you various superannuation accounts after carefully considering the insurance policies they provide. That is right there is a lot more to it than just sending off a rollover form. Alternatively, you may have reached that time in your life where you need to think about providing for those relying on you through insurance and need an objective comparison of the policy options.
Financial Planning is a road map to your life it starts with having insurance in the vulnerable early years, maybe some budgeting assistance then as you start to get on top of the things, moves through to wealth creation through investment and then onto retirement planning. There is also a lot of important advice needed when it comes to aged care.
We look forward to becoming a trusted ancillary to your family’s security.