+64 4 471 0662 
Accountants - who want to provide comprehensive financial planning
and insurance advice to their clients
We are looking for quality accountant practices with a like philosophy (refer to Our values and Company Profile) who would like to consolidate their relationships with their clients by offering them comprehensive financial planning. This would be through a formal Strategic relationship with LYFORDS.
What Lyfords advisers offer:
Regular client contact which will reinforce your relationship with your client.
For business owners we can structure their affairs through Business Succession Planning and setting up and funding Buy-Sell Agreements which will protect your clients, their partners and the key people in the business from financial hardship through an injury, or accident. We specialise in issues affecting small to medium sized businesses.
All fees and charges are fully disclosed to the clients which will maximise tax deductibility of these.
Regular six monthly portfolio reporting and annual review of their investments with access to their investment portfolio direct from our web site 24/7.
An annual tax summary of dividends and interest including a breakdown of imputation credits and resident withholding tax. Accountants love out tax summary and the structure of our investment portfolio reports.
Training of your staff, monthly review meeting to discuss progress.
Investment advice and recommendations to Trustees of Family Trusts.
We have a seminar series which we can run for your clients. Rather than lecturing them we go through case studies so they appreciate practically how our advice fits with their situation.
Lyford OneAnswer Portfolio Management Service for investment portfolios. Fees are fully disclosed and tax deductible to the investor.
You owe it to yourself and your clients to be working with a financial planning company with proven excellence: Certified Financial Planner of the Year 2004 - Alison Renfrew CLU, CFP
financialAlert Advisory Practice of the Year 2005 - regional finalist.
How we can implement an action plan with you:
We recommend at your annual review, or we can go through prospective clients and identify those that would benefit from our services, that you initially go through a quick checklist.
We recommend for at least the first meeting with your client that you are present to introduce us. You should not charge for this meeting.
We will look at how we can optimise their financial goals, risk protection and retirement/succession planning or restructure their investment portfolio for better disclosure of fee and improved performance and diversification.
Please contact Alison Renfrew to arrange a meeting to discuss further the benefits of forming a strategic relationship with LYFORDS.