Reliable Financial Planning Services for Your Accounting Clients

As an accountant, your clients trust you to help them with one of the most personal and important matters in their life: money matters.

Your services help people to grow their wealth and business, and to avoid any unfortunate run-ins with the tax office.

It’s an important service for one of the most important areas of their life.

However, when it comes to protecting people’s wealth and businesses with appropriate risk management strategies and insurances, that’s our area.

That’s why, at K2 Wealth, webuild working relationships and partnerships with select accountants. The aim of these partnerships is simple: to allow you to help your clients in your area of expertise, while we help them in our area of expertise. That way, you can be confident all your clients’financial needs – including risk and insurance – are taken care of. Most importantly, you can be confident they’ll be taken care of by a financial planner who works with you, not against you.

Partnering to Promote Your Clients’ Best Interests

Accounting and tax are complicated. So are risk management and insurance. That’s why clients get the best outcome when they’re able to work with specialists in each area.

Of course, this only works successfully if both specialists are also working together. So at K2 Wealth, we’re careful to work with you as your partner in delivering this high value service to your clients. Throughout, we communicate with you so you’re kept “in the loop”. This allows us to take away the onerous burden and complexity of risk management and insurance, while still ensuring you maintain control over what’s going on and remain your client’s trusted adviser.

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Our track record working with clients for over 15 years speaks for itself. We’ve never had a compliance issue, and we deliver a high-quality service designed to care for clients for the long-term. You can read and view testimonials from some of them here.

If you’d like to discuss how we can work with you to provide this important service to your clients, we’d love to hear from you. Call our Brisbane financial planner Kent McDonald today on (07) 3368 2002 or send us a message.