BAN TACS Accountants has been on a mission to find a safe financial planning solution for our clients. We identified five key elements to keeping advice objective and relevant to our clients needs. The thousands of clients and many offices BAN TACS already have Australia wide also provides economies that will allow us to provide a very client focused service.
The five key elements are listed below, they are our point of difference. This is the BAN TACS Financial Solution.
Ensuring client focused advice. Further, the number clients per financial planner will be below the market average for a more personal service.
We will process your insurance claims for you, protecting you from the insurance company and removing one complication from your life at a difficult time.
Your trusted BAN TACS Accountant will help you communicate your circumstance to our Financial Planner and review the tax issues in your financial plan. Better communication between the Financial Planner and your Accountant will provide superior tax planning as part of your financial plan and another layer of autonomy.
The major focus of our selection criteria for financial advisors was client care and experience. We realise that BAN TACS clients recognise and appreciate the right advice, trusting us to provide it. We are proud to make this the core of our business model.
Let’s switch off the clock and chat. Even before this stage your Accountant is involved in providing the relevant details so we can get down to what matters to you.
