Our value to you our clients and referrers

Our Value to clients
As an accountant, tax agent and business advisor, my focus has always been to provide high-quality service whilst building long lasting and trusted relationships with my clients. It's not just about the transaction at hand and your immediate needs, but how the transaction enhances your future, the future of your family and/or your business. When considering finance for an acquisition (home, investment or business assets), or when considering a refinance, we assess what your immediate requirements are and the finance features and attributes that fulfil those requirements, but also weighing those up against future benefits or prospects. This could include such considerations as:
  • preserving (or creating where feasible) deductible debt versus non-deductible/private debt;
  • preserving debt integrity using offset accounts when property may change from main residence to rental accommodation;
  • helping you maintain and enhance your position in terms of the key pillars of finance being debt serviceability, security and credentials;
  • in terms of business finance, to assist you in managing available security by applying appropriate types of finance, and where possible, exclude private assets from business finance; and
  • assistant support you in managing and maintaining your overall wealth creation and protection strategies.
Finance broking is not just about placing you in the loan; it's about helping you create a better future for yourself.
Our value to referrers
Having decades in looking after the best interest of our clients, we understand how crucial it is to have reliable and trusted specialists that we can refer to; be it to be engaged by the client directly, or to provide ad hoc support and guidance. In this, we aspire to the trusted partner to help you and your clients succeed. With over 30 years of experience in accounting/tax, finance and business advisory, Daniel Clements is not only well positioned to assist your clients with sourcing and securing the right finance solutions, but is also able to support you in servicing your clients. This could include:
  • providing your team with informal information or training meetings in respect to finance solutions and the implications for your clients, considering homeowners, investors and businesses, and with respect to asset protection, tax implications and other strategic considerations;
  • bringing to your attention any matters identified that could assist you in managing your client's best interests; and
  • providing you when your team with informal support and assistance when you need independent and objective advice on finance matters.
We emphasise that we operate on the basis of trust and respect, and we have an enormous appreciation for relationships. This includes the relationship between you and your clients, which we will always treat with the highest regard.