Why an Accountant Should Also Be Your Mortgage Broker

June 5, 2018

Accounting experts often have experience within mortgage broking as a way to provide more services to their customers. So when choosing an accountant, should you be opting for an expert that can also double as a mortgage broker? The answer lies within what kind of service you’re truly after, and this has a lot to do with your own individual financial circumstances. However, for the most part, it’s a smart move to establish a close business relationship with an accountant that can also be a mortgage broker if need be.

More than Accounting Advice

In addition to assisting with tax and finance matters, an accountant with mortgage broking exposure can assist you when you’re looking into loans for properties or businesses. They’ll have the access needed to liaise with the necessary financial institutions, audit your reports, and ensure that you’re complying with all required regulations and restrictions. This is the easiest way to protect yourself financially.

Everything in the One Place

It can be time consuming and difficult to find accountants and mortgage brokers, so it makes sense to save yourself both time and money by choosing one expert that can provide both services for you. This also means that you only have to deal with one point of contact, and all of your answers can be found in the one place.

Future Financial Decisions

It’s naive to think that you’ll always be in the same financial position. With the likes of retirement and new investments, an accounting professional with experience in mortgage broking will be able to assist you in making the best and most informed choices over time. With the right advice, you’ll be financially protected and, most importantly, financially smart.

Looking for an accounting professional that can do it all? Reach out to the experts at Gavin Ma & Co today.