“I already have an accountant, do I also need a financial planner?”

Accountants generally specialise in taxation and business advisory matters but many are not qualified to provide full financial advice, and even less qualified and experienced in providing financial advice to Australian expats.  As financial planners and accountants specialise and focus on different areas, we would recommend utilising the services of both to ensure that you’re in an optimal position to achieve your financial goals.

Ideally your accountant and financial planner should be willing to communicate with each other to ensure consistency and coordination between the plans and strategies for each area.