Stories about how tax and financial advice are so interrelated
Episode Ep 39 16 min 54s

Stories about how tax and financial advice are so interrelated

According to the ATO, over 70% of people engage the services of a tax agent/accountant. However, according to Blackrock, only 15% of Australians have a relationship with a financial advisor. I believe that many people would benefit from having both. In fact, to crystallise the most value it is imperative that they have a close working relationship. To make my point, I would like to share some real-life stories about how integrated financial advice and tax advice can be and the value created w...

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