At Finwell our focus is on you and what financial goals you want to achieve.
Whilst we understand that your taxation advice comes from your accountant, incidental to financial planning Finwell advice sometimes crosses over into taxation events occurring. Every care is taken to ensure the accountant you work with and the advice you receive from Finwell advisors in congruent and aligned. Where possible we arrange your accountants opinion in matters where significant tax events may occur. Examples of events where this may be relevant are:
Where tax is concerned we will always provide guidance and defer to your accountant for the most appropriate actions, one of the great benefits of a collaborative approach to your advice with accountant/financial advisor.