How a strong accountant partnership elevates client services for Financial Planners
‘Lincoln from Premium Retirement Services shares his experiences and insights on the importance of having a reliable accountant to complement financial planning services. With over 21 years in the industry, Lincoln explains how partnering with Brett and the team at Sphere has enhanced his client services, especially in complex financial situations.’.
In the realm of financial planning, providing excellent advice on retirement investments and strategies is crucial, but it is only part of the equation for a truly successful business. Lincoln, a seasoned financial planner from Premium Retirement Services with over 21 years of experience, underscores the indispensable role of having a trustworthy accountant.
By partnering with Brett and the team at Sphere, Lincoln has been able to offer his clients comprehensive and reliable financial solutions. This collaboration has not only streamlined complex financial processes but has also bolstered client trust and satisfaction, proving that a synergistic relationship between financial planners and accountants is essential for delivering top-tier financial services.
Q: Who are you and what is your background?
I’m Lincoln from Premium Retirement Services. I’m a financial planner and I’ve been in the industry for 21 years, helping people with their retirement.
Q: Why do clients seek you out as a financial planner?
Clients seek me out because they want someone they can trust to manage their money effectively, ensure a sustainable retirement, and make sure they have enough income to live on.
Q: What is the importance of having a good accountant for a financial planner?
Financial planners give great advice around retirement investments and strategies, but having a really good accountant to bounce ideas off and to refer clients to is instrumental to a successful business.
Q: How did you come to know Brett and Sphere?
While working at NAB for several years in the Mornington community, I got to know Brett through the local business network. I’ve been referring clients to Sphere for about five or six years, and clients have had an excellent experience.
Q: How was your initial experience referring clients to Sphere?
Initially, when you refer someone to another business, you’re testing the waters. The feedback from some of my more complex clients was that Brett’s team did an amazing job.
Q: Can you share some examples of complex situations Sphere has handled for your clients?
I’ve had clients selling farms and clients with very complex self-managed Superfund needs. Brett and his team have consistently understood what we were trying to achieve, added value, and cleaned up the client’s file perfectly every time.
Q: What is the focus of your business?
Our business focuses on customer service. It’s important to pick up the phone when someone calls. Sphere excels in this area, with someone always available to take calls and solve client inquiries in a timely manner.
Q: How do you feel about the trustworthiness of Sphere’s services?
I have great trust in Sphere, knowing that the client won’t come back to me with issues related to the accounting because Brett and his team will fix it the first time.
Q: Do you personally use Sphere’s services?
Yes, I do. All my family and friends, including my mom, dad, brother, sister, and best mates, go to Sphere for their accounting needs. I also get my business and personal tax done with Sphere, and they do an amazing job ensuring everything is up to date.
Q: Would you recommend Sphere to others?
Absolutely. If you’re looking for a new accountant or need a second opinion, I recommend giving Sphere a call. They’re great people and they know their stuff.
