Professionals in Partnership

The legal and accountancy professionals deal with a wide range of client situations and problems.

Working alongside Mackenzie Financial Planning allows your practice to benefit from access to our financial planning expertise and services, thereby enhancing the service that you provide to your clients.

Benefit:
Your business - This allows you the ability to widen your range of services to add a further dimension to your relationship with your clients as well as the opportunity for increased fee income.
Your client - The availability of professional and expert independent financial advice.

If you would to know more about our service, please contact us or request our "Professionals in Partnership" brochure.

Through our experience of working with accountants and solicitors, we know that the modern day Professional Practice is expected to provide a wide ranging service to satisfy the growing needs of its clients. Indeed, there is a competitive pressure to do so.

The ever increasing and changing legislative environment makes the provision of financial advice by the accountant or solicitor ever more onerous.

In the area of financial planning advice, regulation, legislation and an increasing number of complex and innovative strategies must be balanced with the desire to provide a comprehensive service.
A professional practice requires the resources and expertise of a financial planning service meeting the professional standards that clients expect.

The solution is to work in partnership with Mackenzie Financial Planning. We can help to provide the appropriate advice for your clients, as well as your own personal requirements.