Mid-tier unveils new approach to client service

A prominent mid-tier firm has unveiled a revolutionary new approach to client service that combines technology and collaboration.

Titled Future of Choice, the new wealth portal offering from PKF Newcastle attempts to collate all of a client’s needs in one location.

“Typically, accountants and advisers focus their advice on tax, compliance and business,” said Steve Meyn, managing director of PKF Newcastle.

“The Future of Choice approach is different as it puts the individuals, stakeholders and the family at the centre of all of our advice. Making sure the advisers, the individuals and the related actions are all working towards identified goals is a massive step in building a successful business,” Mr Meyn added.

According to PKF business advisory director Andrew Beattie, the portal is much more than just a cloud storage solution.

“The Future of Choice wealth portal truly provides clients with everything in one place: all of their assets and liabilities, linked credit cards, bank accounts and home loans, as well as real-time data feeds of property values, superannuation, investments and credit cards from leading data providers. This ensures an up-to-date snapshot of their wealth position from anywhere they have internet access.

“Our clients can store and access all of their important personal information like wills and estate planning, asset protection and passports. [The portal] also simplifies tax time by securely storing relevant receipts and statements throughout the year,” he said.

Mr Meyn added that the new offering also includes a wealth calculator tool.

“This tool allows us to understand our client’s current financial position, when they want to be financially free, and then determine whether their current assets and income are sufficient to achieve their retirement goals. This places us as advisers, and our clients, in the perfect position to be able to resolve any wealth gaps they might have, well in advance of their desired retirement age.

“We believe our approach is changing the way advice is delivered. The level of information available to our clients and our advisers, and the collaboration this allows, ensures consistent advice that is truly targeted towards what our clients want to achieve,” he concluded.

 

 

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