Individuals
Our clients are progressive and smart thinkers. You’re not looking for an accountant to just do your tax; you are looking for someone to help you achieve your goals…
Our team of advisers will look at all aspects of your financial affairs in relation to your goals.
You’ll enjoy having a clear vision about your future by getting the right advice.
Apart from the convenience of working with advisers who can help you manage all your financial affairs under the one roof, you’ll benefit from more coordinated advice. You see, it’s really important that your accountant and your financial planner, and anyone helping you organize loan, leases or insurances, knows the big picture of your financial situation.
Let’s see how each affects the other!
For example, there are usually tax implications when buying or selling investments or assets, and there are risk management and accounting issues when getting loans and leases. And some insurance are tax deductible. When you use advisers in these areas from different firms or businesses, apart from the time and cost of organizing meetings between the advisers, you get less coordinated advice and a fragmented overall strategy.
As a client of Practice One you’re supported by a team of professionals across accounting, tax, wealth advice, loans and leases, asset protection strategy and business advice. Your team of advisers, because they all work together in the one open plan office space, communicate and coordinate advice for you really well, because we keep each other in the loop about what is happening in your financial affairs. The left hand knows what the right hand is doing. And that’s really important.
If you’re ready to discuss becoming a client, click here to request an appointment. If you’re not quite ready for that, subscribe to our newsletter, read our blog, follow us on Facebook and Twitter and get a feel for how we help our clients beyond their tax and accounting, to help them build and protect their wealth.
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