Brent and Wayne have long recognised the important role financial planning can play in people’s lives.
We map out business strategies every day that help our clients achieve their financial goals. There is a natural overlap of advice between the business advisor.
To this end we have always worked hand in hand with a number of financial planners to the benefit of our mutual clients.
A number of law changes have been made in an attempt to provide everyone clarity about who can do what.
One of the key changes was that accountants (unless they are appropriately licenced) are unable to advise clients whether they should establish a self-managed superannuation fund.
There are others but this was the catalyst for Next Accounting to consider its position in this space.
Our options included getting ourselves licenced by undertaking the appropriate study. The problem with this strategy was the time it takes away from our accounting business.
We therefore decided to establish a separate financial planning business as a joint venture with Dan Allman and Kim Evetts – respected local financial planners and directors of Evetts & Allman.
Next Financial Planning Pty Ltd is licenced by Financial Wisdom with Dan Allman providing the advice as needed.
We are looking to provide opportunity for any client to seek some guidance when needed. You can met with Dan at no cost or obligation to learn how he can help you achieve your goals.