Certe has acquired financial advisory business, Genesis Financial Partners, to create a large, integrated professional services firm with 20+ staff including nine advisers.
Since the arrival of COVID-19 on the shores of Australia we have seen many businesses impacted including our clients and insurers. Having an employee insurance program is a great way to stand out from your competitors.
In late April, Certe Wealth Protection struck a deal with AZ Next Generation Advisory (AZNGA) to help drive further growth in our business. Certe now has the financial backing of a large integrated accounting and financial advisory business to help improve our offering to our clients.
With many individuals experiencing the financial impact of COVID-19, you may be looking to lodge your 19/20 FY tax return early to potentially receive a refund. Before the EOFY, it may be worthwhile spending time looking at ways to maximise deductions, offsets and contributions in order to maximise your tax refund.