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 which is focused on their best interests.
Offering a Financial Planning service to your clients will allow them to receive a personalised strategy which will assist them in achieving their financial goals, while avoiding advice that is not in their best interests that could adversely affect structures and strategies you have put in place.
Becoming an Authorised Representative of Politis Investment Strategies will enable you to deliver a service which will see your clients benefit from your professional experience and technical expertise, supported by technical, investment, administrative and compliance professionals at Politis Investment Strategies.
Your clients will gain comfort knowing their Financial Planning requirements are being met by their trusted, and often longstanding, Tax and Accounting professional.