With a rapidly increasing number of clients looking for a ‘one-stop shop’ approach to accounting and planning services, Perry Egan Partners has entered into a joint venture with financial planning group, Omniwealth.
The Sydney-based firm, which offers accounting services, entered into the JV to provide clients with the full service offering many are looking for.
“We have wanted to move into financial planning for some years now, but we wanted to wait until we could team up with an experienced firm,” Perry Egan managing partner Michael Egan said.
“Our clients will benefit greatly from the partnership as they can now have all of their accounting and financial planning needs looked after under one roof.”
Omniwealth managing director Matthew Kidd said the JV was a great opportunity to expand the business.
“The real future of financial advice is to bring accounting and financial planning together, as it’s what clients want and demand. This new venture is simply keeping in step with where the industry is heading,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
24 Jul 2017Aussie robo-adviser expands to EuropeBy Staff Reporter
24 Jul 2017Advice market ‘ripe for disruption’ from overseasBy Staff Reporter
24 Jul 2017IFAs drive managed accounts growthBy Larissa Waterson
21 Jul 2017ClearView adviser re-appointed to TPBBy Staff Reporter
21 Jul 2017ASIC may get phone-tapping powersBy Tim Stewart
20 Jul 2017Former FSC, Turnbull government staffer joins BTBy Staff Reporter
- view all