Financial planning is the best ad on for Accountants and we understand that as accountants you may be busy with your work and routine. You may not be ready to hire a full time financial planner. Financial planning is a vast area and our services in this area are limited to providing Insurance quotes and preparation of Statement of Advice pertaining insurances using your platform. We can also prepare Statement of Advice for SMSF setups and limited investment advice. You are the advisor to your client hence all you would need to do is review our work and package it and send it off to your client.