May 15, 2023

Luke on 2CC – Are all accountants the same?

18 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 12 May 2023. Before they start the show Leon mentions the opinion piece Luke wrote for the Canberra Times this week, about how legislators could help close the super gap for females and provide better retirement outcomes. The topic however this week for the show is are all accountants the same?

Key topics covered include:

The end of financial year is just around the corner!

Your situation should determine what type of accountant you need. They’re not all the same.

Typically, there are three kinds of accounting firms.

How do accountants charge? Do you know what you’re going to pay?

How can you be proactive to keep costs under control?

Can accountants be specialists? Eg SMSF accountant.

Luke shares his top tips around shopping around for an accountant?

https://www.envisionfinancial.com.au/wp-content/uploads/2023/05/The-Strategy-Stacker-Luke-Talks-Money-12052023.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Do you need help with your personal financial planning?

Not all accountants are the same. Think about your needs and be as proactive as you can to ensure you get fair value. If you need financial planning advice, let’s see how we can help you achieve your goals.

Luke as a Financial Planner can refer you to an accountant at no cost . Luke himself can help you set up a financial planning strategy to help you achieve your personal financial goals. Make an appointment to confidentially discuss investment, super, insurance or retirement planning. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other matter matters next week. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Smart Money Strategy is out now.

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By Luke Smith