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ALLIANCE PROGRAM
We firmly believe that it's in the client's best interest to deal with their financial services needs in a homogenous fashion. If they can deal with their insurance, financial planning, accounting or legal issues with one organisation, then it makes their life easier, and it allows them a better sense of control over their future.

With that in mind we have established the IAS Alliance Program.

The program aims to establish an alliance between IAS and respected accountancy and legal firms. Building on the natural synergies that exist between these professional advisors will ultimately benefit each organisations' clients through consistency of service, communication and focus.

What Services Can IAS Provide To Your Clients?
Clients are now expecting more from their professional advisors.

• Financial Planning
• Superannuation & Retirement
• Tax effective Estate Planning
• Succession Planning Advice - Key Person and Share Purchase agreements
• Property Finance
• Advice on property acquisitions
• Finance for Plant, Equipment, Motor Vehicle, etc
• Assist clients to achieve their financial goals
• Assist with asset protection planning

Why Choose IAS As A Strategic Partner?

• Over 35 years experience in giving advice
• Australian Financial Services license number 234624
• Non-aligned decision making on insurers and fund managers
• Complete financial service offering:
  • General Insurance
  • Life and Risk Cover
  • Business Cover - Key Person and Share Purchase
  • Superannuation
  • Financial Planning
• Wide range of Approved Investments available
• Client Educational and Information Seminars provided as required
• Integrated service to client with Financial Planner and Accountant
• Educational material for clients available

Income & Asset Growth for The Practice

• New and increased practice revenue
• Practice asset growth - Funds Under Management (FUM)
• Reoccurring income being added to value of business
• Growth of financial planning business - New business and increased profitability
• Growth to accounting practice - additional services & therefore referrals
• Build a business for future sale

Seminars, Training & Technical Information

• Seminars are held to educate clients and staff on investment and alternative strategies
• Newsletters, weekly & quarterly containing technical information. Industry updates and compliance information are emailed out to you regularly

Testimonials
"I've been part of the IAS Alliance Program for a few years now and I've found the organisation to be efficient & trustworthy. I would not hesitate to recommend IAS to other accountants who wish to offer their clients a complete service offering."
- Mark Bonney, Accountant - Parramatta

"I've recommended my clients to IAS and I've done so with confidence. I've also been provided with referrals by IAS. My dealings with them have always been professional, timely and mutually beneficial."
- Greg Smith, GHS Legal - Sydney

"I've found IAS to be innovative in terms of how they run their business and how they are constantly looking at ways to improve the service and offering they provide to their clients. They've encouraged me to look at my client base from a new perspective."
- Gerard Wong, Accountant - Sydney

Click here to enquire about our Alliance Program