I was with my accountant recently and we were discussing how clients decide whether we’ve done a good job or not. I’ve heard clients speak about their accountants and say something like “My accountant is very good. I get a tax refund of around $1,000 each year”. Does this mean he’s done a good job? …
Tag Archive: financial planner
Watch Your Language
When I left school I worked with a bank for ten years – the last year was spent as a financial planner. My next job was with a small Adelaide-based financial planning business where I learnt a lot about financial planning and client service. One of my early lessons was when I referred to someone…
