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Earlier this month, More Than Numbers Accountants in Erina NSW announced the launch of its new Self Managed Superannuation Setup service. The personal investment service went live on August 1st 2018. Now MTN have added financial planning and retirement planning services for their local business clients. For anyone with even a passing interest in the world of Small Business Accounting, this new development will be worth paying attention to, as it’s set to shake things up.
Currently, a small business owner will notice that many wealth experts and financial planners give the same advice no matter the client. The Partner Accountant at More Than Numbers Accounting in Erina, Greg Diamond, makes a point of saying “things are going to change now that our Self Managed Superannuation and retirement planning services have launched”.
Greg Diamond continues… “Where you’ll always see our competitors doing the same old thing, we will consider how to utilise the tax and retirement advantages of a SMSF, with the earning potential of running a small business. We do this because we believe a self managed superannuation fund is the cornerstone to a wonderful retirement after your business life. Ultimately this is going to be a huge benefit to our customers because easy and fast setup of the fund for you and your family members saves time and money.”
More Than Numbers Accounting was established in 2000. It has been doing business 18 years and it has always aimed to become the best self managed superannuation fund advice accountants on the Central Coast NSW.
Currently, the closest thing to More Than Numbers Accounting’s Self Managed Superannuation setup service is a generic or stock SMSF plan, but More Than Numbers Accounting improved on this by offering lower fees, more control over your investments and greater investment flexibility. This alone is predicted to make More Than Numbers Accounting’s Self Managed Superannuation Setup service more popular with customers in the Small Business Accounting space, quickly.
According to Greg Diamond… “Commitment to financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as every client’s needs and circumstances change, they can adjust the original strategic recommendations to accommodate the changes in life. In consultation, we will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your personal circumstances.”
Mr Diamond and his team of More Than Numbers Financial Planners are currently conducting no cost SMSF and Retirement plan evaluations.
Once again, the Self Managed Superannuation financial management and retirement advice service launched on August 1st 2018. To find out more, the place to visit is https://www.mtnaccounting.com.au/services/financial-planning-advisors/
Release ID: 423109