Accountants, Financial Planners & Family Lawyers: Working Together for the Optimal Client Outcome

As accountants or financial planners who are trusted advisors to your clients, there are some ways you can further help your clients and optimise their overall experience. For people who are going through separation and divorce, a good client-lawyer-advisor relationship can help expedite what can be a drawn-out process. To achieve that, first there must be good communication. When we meet new clients who have previously sought help from a lawyer but come to us for a second opinion, not infrequently we discover that the reasoning for this can be attributed to a breakdown in communications or a lack of communications between them.

Written by Fiona Caulley
Accredited Family Law Specialist
Director of Phillips Family Law

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