Your Trusted Accountant will assist throughout the Process
This is a unique point of difference with BAN TACS Financial Solutions and one of the motivation for its creation. With better communication between the Financial Planner and your Accountant we will be able to provide a superior financial plan and another layer of independence.
This means more attention to your income variations and taxation needs. It allows your property portfolio to be seriously evaluated in the plan. It also takes the pressure off you to make sure both professionals know what the other is up to. Your BAN TACS Accountant will be available to help you and your advisor throughout the process.
If your Accountant is not a BAN TACS Accountant we will endeavour to come to this arrangement with your own Accountant or Julia Hartman can help you through the process.