Who want to provide comprehensive financial planning
and insurance advice to their clients?
The most common problem for many legal practices is that they only see their clients on a transactional basis. That is when the client has a problem or is seeking legal advice. A strategic relationship with a financial planning company can cement the relationship and provide regular client contact.
We are looking for quality legal practices with a like philosophy 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.
Many legal firms act as Trustees for their clients' family trusts. Trustees have a fiduciary duty under the Trustees Act to seek independent advice where the trusts has funds invested.
What can we 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 and their partners, and the key people in the business from financial hardship through an injury, or accident.
All fees and charges 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 portfolio from our web site.
An annual tax summary of dividends and interest including a breakdown of imputation credits and resident withholding tax.
Training of staff, monthly review meeting to discuss progress.
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.
What we do:
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.