Benefits To Your Business

As an Authorised Representative of 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 controlling 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
  • Create a new revenue stream for your business with minimal upfront and ongoing cost
  • Expand your accounting fee base by growing your Self Managed Superannuation Fund client base

The efficiencies created by the Politis Investment Strategies Dealer Group model provide your Tax and Accountancy practice with the opportunity to scale your Financial Planning business and revenues without the requirement to invest capital or employ additional staff.