Count Financial firm makes licensee switch
As licensees step up their fight for accountants ahead of 30 June next year, a former Count Financial member firm has switched allegiances and joined an independently owned dealer group.
Acumon Accountants and Business Advisors, which has 14 staff in two locations in NSW, has joined GPS Wealth. It is the 28th business to join the dealer group this year.
Acumon financial adviser Scott Padgett said the firm decided to partner with GPS Wealth after a thorough due diligence process, which began in June.
“GPS Wealth’s client-first culture and philosophy around ‘exciting life, boring money, not the other way around’ really resonated with us and suited the type of clients we look after, which are mainly small-business owners, medium- to high-income earners and self-managed superannuation fund investors who want to be smart with their money and build a solid retirement nest egg,” he said.
“A major priority for us was the ability to engage with our clients on a deeper level, and GPS Wealth has a range of effective client engagement tools which allows us to sit down with clients, give them a quick overview of their position, show them their progress and clearly articulate the value we add.”
Acumon was an early mover into financial planning, offering holistic advice to clients in the late 1990s.
GPS Wealth co-founder and director Greg Holman said Acumon was an example of a modern accounting practice that was adding greater value and making a real difference in their clients’ lives.
“There’s an enormous opportunity for accounting practices to have a broader and deeper relationship with clients, while boosting their revenue and increasing the value of their business by introducing financial services,” Mr Holman said.
“A growing number of accountants are following the lead of practices like Acumon and offering their clients more than tax and accounting services.
“They’re looking to become a one-stop shop and look after their clients’ total financial needs.”