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 amongst their Accountant Practitioners. Monika Ponmoon and Pat Hennessy have joined the team, to take on full time financial planning roles. 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, he is available on a weekly basis in our Toowoomba office and travels to all our other offices as needed, including Sydney, Melbourne and the NSW Central Coast.
Monika Ponmoon is based full time in our Mackay office and travels to meet with clients all around the Whitsundays.
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.
The BAN TACS Difference
BAN TACS Financial Solutions has been on a mission to find a safe solution to our clients financial planning needs. There are two major cost saving economies in the creation of a financial planning arm of the already established BAN TACS group.
Firstly, low operating overheads as the financial planners will work in and share the resources of our already established accounting practices.
Secondly, considering the thousands of BAN TACS clients we already have Australia wide there is no need for an advertising budget. These costs savings will allow us to provide services above and beyond the traditional financial planning model.
Over the years we have identified problems with financial planning advice. Here is how we intend eliminating them for BAN TACS Financial Solutions clients.