IS WEALTHCORPFor me?
If your client is at the forefront of everything you do, then yes!
When we ask our collaborative partners why they chose to work with Wealthcorp, they tell us we’re a good fit with their values. Like us, they believe in a client centric model of service delivery which builds long term relationships founded on trust and integrity.
MUTUALTRUST
Not all your clients want financial advice, but for those who do, we’ll make it easier for you.
The success of any strong professional relationship is based on mutual trust, meeting each other’s expectations and being responsible for carrying out our respective undertakings.
The Accountants we partner with value our advice and are looking to establish a long-term relationship that’s in the best interests of their clients.
IS WEALTHCORP A GOOD FITFOR YOUR CLIENTS?
How Can You Tell If A Client Needs Financial Planning?
Although most people benefit from Financial Planning, not all of them are open to advice, ready to listen or willing to make changes. That’s why we’re a bespoke provider who works with those who are ready to make changes, act on advice and want to learn how planning for the future can positively impact their lives.
As an accountant you are in a unique position to use your professional judgement to identify if your clients are ready for advice.
HERE'S HOW THE PROCESS WORKS:
- 1. Identify a need - as their Accountant you’ll have identified a need for specific financial advice
- 2. Give information - your client trusts your advice, but we want them to take ownership of the decision to engage with us, so we’ll give you the information you need to help them do this
- 3. Introduce Wealthcorp - after chatting to you we’ll schedule an introductory meeting with you and your client
- 4. Set expectations - after our initial meeting if your client wants to proceed then we’ll take them through our process, updating you as we progress
- 5. Same side approach - from here your client will see you, their Accountant, and us, their Financial Planner, as part of the same collaborative team who are working together in their best interests
A Breath Of Fresh Air For Your Clients
Like a breath of fresh air, clients can trust two financial experts to work together in their best interests. This gratitude is tangible, and we know from experience this leads to:
- Greater loyalty
- Referrals to friends, family and business colleagues
- Point of difference that sets you apart
OurProcess
Map
Our workshopping sessions leave you with a sense of clarity, having glimpsed a future you have the power to create.
Find out how
Plan
This is where we work together to develop an achievable financial strategy designed to empower you to make decisions about your future with confidence.
Find out how
Improve
Our relationship is long term, it’s our commitment to help you stay on track, counter any bumps on the road and offer timely and up-to-date advice throughout your lifetime.
Find out how
