Associated Services

In addition to many direct financial services, Accountability1 also provides access to a range of complementary services from outside professionals who are associated with us. We work with these experts on a continual basis, so we have total confidence in recommending them to all our clients.

Financial and Investment Planning
This is one of the most important of our complementary services. Financial planning enables you to meet your long-term financial objectives by employing strategies to help you build wealth and develop an income stream from sources outside your business or employment.

Our team of qualified financial planning associates will discuss the financial options with you and, working closely with you, develop a 3-stage program:

• Initial financial advice
• Implementation of a financial plan
• Ongoing investment portfolio management

The partnership between Accountability1 and our associates means that all your financial planning needs can be taken care of while at the same time any taxation implications are also appropriately dealt with. Our combined services provide advice and assistance within the following financial areas:

• Wealth creation and financial strategies
• Comprehensive portfolio investment management review
• All aspects of superannuation advice and investment including self-managed superannuation funds
• Tax minimisation and gearing
• Pre-retirement and retirement planning
• Direct and indirect investments
• Risk management
• Estate planning
• Asset protection
• Salary packaging
• Redundancy strategies

Wealth creation is a critical element in financial planning, which is why we attach particular importance to entity structuring, asset planning, as well as monitoring investments and maximising the performance of your finances.

Mortgage broking
Many people find it extremely difficult to obtain the loan they need. They may have sufficient net assets but insufficient regular income or vice versa. Our broker always seems to deliver the required deal and you'll be surprised at the result. It won't cost you any extra, either!

Marketing & Strategic Planning
If you manage a business involved in the retail or service sectors of the economy or you're planning to start one, gaining a sound knowledge of the markets you're operating in and the customers you want to attract is critical. Ultimately your profitability will be dependent on the accuracy of this information, and that's why Accountability1 takes pride in stepping outside the square to provide its clients with expertise in these areas as well as its financial services.

We work with a number of leading associated practitioners in the fields of research, marketing and communications. They are an excellent source of professional assistance for any clients who need help developing effective strategies for retail or service industries. The kinds of services we can provide are:

• Qualitative and quantitative market research
• Marketing strategy development and implementation
• Creating effective communications strategies
• Concept development and copywriting
• Web site strategy and copy

Whether you want a complete communication plan or a simple flyer, we can guide you in the right direction.

As you can see, helping you protect your company's bottom line in all kinds of different ways is something we take great pride in at Accountability1.