Benefits To Your Clients
At Politis Investment Strategies we recognise that as a Tax and Accounting professional you are passionate about your clients receiving a Financial Planning service that is focused on their best interests.
By having access to our Financial Planning service your clients will receive a personalised strategy which will assist them in achieving their financial goals, while avoiding advice that is not in their best interests and could adversely affect structures and strategies you have put in place.
By partnering with Politis Investment Strategies this will enable you to offer a service which will see your clients benefit from our experience and expertise, supported by technical, investment, administrative and compliance professionals.
Your clients will gain comfort knowing their Financial Planning requirements are being met through a relationship of their trusted, and often longstanding, Tax and Accounting professional.