Accountant - Davlin Finance?
- Thread starter awoawo
- Start date
I'm in the same street and cant say I have heard of them. That's neither + or - as making noise doesnt reflect on performance. These days its common to find a blend of wealth / tax advice etc in most professional firms. What are your needs ?
We use broker/s for all finance as we have a focus on remaining independent of some financial product providers. It can be difficult to be an expert in all products ie tax, smsf, trusts, property, financial planning and also be a loans specialist. Some firms have in house specialists but it can also mean some people are generalists. Importantly is how the team meshes so that you benefit.
We offer a first consultation free. Its intended to identify client needs v's ours. At that time you would generally meet with a tax specialist and an authorised rep adviser. Its also important you can understand them and their proposed strategies and that initial meeting helps both parties to decide.
We use broker/s for all finance as we have a focus on remaining independent of some financial product providers. It can be difficult to be an expert in all products ie tax, smsf, trusts, property, financial planning and also be a loans specialist. Some firms have in house specialists but it can also mean some people are generalists. Importantly is how the team meshes so that you benefit.
We offer a first consultation free. Its intended to identify client needs v's ours. At that time you would generally meet with a tax specialist and an authorised rep adviser. Its also important you can understand them and their proposed strategies and that initial meeting helps both parties to decide.