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James Millar
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BobCat, post: 261033, member: 111780 wrote:
Hey James, sure thing. I will be in touch soon. Although I think your fee might be way too high for us. :)

No problem. $2500 with bookkeeping, all BAS and annual reporting is relatively cheap and I’m not surprised to hear that the service you are receiving is poor as well. My guess is they need to subsidise the low fees with mortgage commissions in order to make it work for their business.

Perhaps this is an opportunity for you to reconsider your selection criteria for advisers. If price is the driving factor and you are chasing the lowest cost solution then you will find something – however it will likely come with compromises.

It all depends on where you want to take your business and the quality of help you need.

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