Financial planning for accountants and their clients

Andep believes that accountants should be the centre of people’s advisory networks and therefore works with accountants to help their clients achieve the best outcome in all areas of their financial affairs.  Andep believes that financial plans should be long term and strategic in nature and although that requires review, with good advice, it need not be frequent.  Especially in the case where clients have a good relationship with an accountant, Andep believe this should be their main point of contact and a strategic review with a financial adviser can happen much less frequently when an accountant is involved.

For further details about Andep and our cooperation with accountant’s please read our financial planning for accountants and their clients information sheet.