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.