Our clients

Why do senior members of KPMG work with us?

Our clients, your colleagues, are very capable and intelligent people, but there are very good reasons why they appoint us to assist them. When we ask, they tell us that the four most common reasons are:

• They believe that we care about their goals and dreams and will look after their interests like we would look after our own
• They do not have the time, knowledge or confidence to manage their own financial affairs
• They realise that we are experts in their corporate benefit arrangements which they don’t have time to understand.
• They are realistic and savvy enough to know that some investment offers are ‘too good to be true’, and understand and respect our approach to investments.

What results have we achieved for your colleagues

• We have helped one former senior manger structure his assets to purchase a flat for his son, set upon a 5 year program to pay off his daughters mortgage, make provision for his wife of 100% of his income and modify his income in retirement to minimise taxation
• We helped a director to realise that he could afford to retire only for him to consider the rest of alternatives realised that he didn’t want to
• We explored the retirement options for one senior manager and identify that he could meet his income requirements in retirement and afford to purchase an overseas property to spend 6 month per year in.

Smart Financial Planning is very selective about the clients that it works with. We are clear about the who we are best able to help and limit our clients to those only and have found that we work very well with KPMG’s people. We only work with a small number of clients and this allows us to give a very personal service. All of our clients are invited into our offices for meetings and all clients are advised in the same way. We do not believe in providing a two tier service, so we either accept clients and give them our very best or we do not accept them at all.