OUTSOURCED FINANCIAL AND MARKETING SERVICES FOR ACCOUNTING PRACTICES

Turn Your Firm Into A True Financial Services Hub

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Your Financial Services Partner

For accountants, by accountants.

What We Do

We partner with you to provide your clients with a range of independent finance, property, insurance and wealth solutions.

We provide practice solutions including SMSF Licensing, outsourcing, recruitment and marketing expertise.

How We Do It

For Your Practice

We provide a structured business program personalised for each practice

For Your Clients

We provide you a client engagement program to deepen relationships and diversify services and income streams

BENEFITS TO YOUR PRACTICE

NEW REVENUE STREAMS

Leverage Platinum products and services, through a single platform, to support your clients’ financial and growth requirements.

THE TRUSTED ADVISOR

As you become more proactive in your client’s requirements, there is a shift from simple Q & A interactions to being the trusted advisor.

CLIENT RETENTION

Protect your client base by seamlessly and easily offering value added services that are out of the reach of most small to medium size firms.

Services For Your Clients

Value-add solutions that build, manage and protect your client’s affairs.

Finance

Residential » Commercial » Working Capital » Assets » SMSF » Property » Motor Vehicle » Plant and Equipment » Unsecured Cash Advances » Trade » Debtor Finance

Investments

Direct Shares » Real Estate » Managed Portfolios » Investment Research » Domestic and International Investments » Boutique Investment Opportunities

Financial Planning

Wealth Creation » Asset Protection » Debt Management » Cashflow Management » Superannuation » Retirement » Tax Strategies » Self-Managed Super Funds » Gearing/Margin Lending » Business Risk Insurance

Insurance

Life » Income Protection » Trauma/Critical Illness » TPD » Business Expenses » Key Person » Buy/Sell » Motor Vehicle » Home and Contents » Public Liability » Professional Indemnity » Product Liability » Consumer Credit

Property

Residential » Commercial » SMSF » Buyer’s advocacy » Development » Syndication » Purchasing » Construction » Lines of Credit

Estate Planning

Wills » Powers of attorney » Trusts » Taxation Implications » Estate Planning for Superannuation

Services For Your Practice

SMSF Licensing

Be an Authorised Representative and access training, documents and expertise to offer SMSF Creation, Advice and Audit services.

Digital Marketing

Use our digital marketing expertise and now offer it as a service to clients as well.

Back Office Support

Build your firm by accessing alternative resourcing for staff and workflow. Get more work done without the hassle of staff management.

Recruitment and Growth

Choose the right person for your firm’s culture. Be guided by 20 years experience in Accounting Recruitment.

Learn more about the bottom line benefits of joint venturing with a company that has the products, processes and people to help your accounting practice service clients better and generate more revenue.

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