The purpose of Berkmans is to contribute as much as we can as business advisers and accountants to the quality of life of our clients.
When we do tax planning for example, it will be aimed at improving your tax position. The aim is to assist you to legally reduce your tax bill. The tax saved can then improve your cash position and benefit your life.
For us to be in a position to best assist you in any aspect of your financial affairs, we find great value in asking our clients to complete the appropriate questionnaire.
We trust that our customers will openly express their personal, business and financial goals.We have recently updated and revised our questionnaires and will be progressively implementing them as part of our process of serving our clients.
Investing a little time in completing the questionnaire could literally change your life for the better.The opportunity to meet and review your answers is at the centre of what we do. It aligns with the purpose of our business. It gives us the best chance to contribute to your quality of life and the quality of life of your loved ones.
We invite you to contact us regarding this matter at anytime. You can expect to hear more about this service in the near future.
There will be no charge for providing you with a questionnaire and our review of your responses. There is also no charge to meet and discuss your answers. We welcome the opportunity to do so.
Please call on (02)4351 2622 or email me anytime at ant@berkmans.com.au
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