Are you looking after your financial health?
- Do you have the time and interest required to look after your own financial affairs?
- Has your current accountant offered any meaningful tax, superannuation or estate planning advice over the past year (rather than simply number crunching)?
- Do you sit down at least once on an annual basis with your accountant to discuss where you are heading and how your circumstances have changed?
- Do you have easy access to the partners of your current accounting firm (and are your emails and phone calls returned promptly and within 24 hours by the partners)?
- Does your current firm provide independent financial planning advice specific to the medical profession?
- Does your current firm provide strategic planning, business consulting advice and business plans specific to the medical profession?
- Does your current firm specialize in doctors and dentists?
If you did not answer yes to all 7 questions, we believe we can add some value.
If a financial issue arises in your life, is your accountant the first person you discuss it with? If not then you should!