Benefits To Your Business

By partnering with Politis Investment Strategies your clients benefit from a personalised financial planning, investment management and account administration service while you:

  • Protect and strengthen your existing client relationships.
  • Remain the key point of contact, managing and having input into the Financial Planning advice that is delivered to your clients.
  • Partner with a Financial Services Dealer Group that shares the ethical and service standards you have established in your accounting business.
  • Expand your service offering to clients while retaining tax and accounting services as the primary focus of your business.
  • Expand your accounting fee base by growing your Self Managed Superannuation Fund¬† (SMSF) client base.

The efficiencies created by the Politis Investment Strategies Dealer Group model allows you to retain tax and accounting services as the primary focus of your business.