The whole conversation of integrating financial planning and accounting is an old one. Many different models of integration have taken place over the years, all with varying degrees of success. One key element - fundamentally – is putting together the silos of advice; moving it from 'my clients' and 'their clients' to 'OUR' clients.

This hasn't been the mainstay of these different models.

Today's guest Mathew Johns of DMG Financial Planning Pty Ltd (and his predecessor, Gary Lucas) have steered their financial advisory firm down this very unique approach. A collaborative operation; something different where clients actually see two people sitting across from them providing a common, collaborative solution all while coming from slightly different technical backgrounds.

Join us in today's podcast as we discuss Matt's biggest lessons, benefits/issues, and of course, client feedback in their journey through integrated financial services.