A boutique financial planning practice based in Prahran, Victoria, has the capacity and ambition to grow alongside the right professional partners. They provide comprehensive retirement planning, personal insurance, superannuation and investment advice, and are specialist SMSF advisers. Their focus is on delivering excellent, highly personal client service – taking the time to understand each client’s goals and tailoring strategies that genuinely serve their best interests.
They are seeking a like-minded small to medium-sized accounting practice interested in a commercial referral arrangement with a dedicated financial planner. Partnering with a firm that values long-term client relationships will allow them to jointly review client situations and offer a true personal touch, combining their financial planning expertise with your existing client trust.
They are happy to reciprocate with quality referrals back to the accountant, creating an additional, transparent revenue stream for their practice while always acting in the client’s best interests. If you’re looking to align with a planner who values integrity, collaboration, and meaningful outcomes, then they would love to connect. Please register here for an initial discussion.
For more information and a prompt introduction please call Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au