Updated: Aug 13
Congratulations to my Practice Succession clients, Anthony Cohen and Warren Krass, on the successful integration of Cohen & Krass with Financial Decisions.
For the last 20 years, Cohen & Krass have been working hard to build a multi-disciplinary practice that provides core accounting, tax, and legal services to their clients.
As part of their succession plan, they recently embarked on a search for a synergistic partner with a strong alignment to the culture, values and services of Cohen & Krass to establish a new strategic direction for their clients.
Led by Chief Executive Damien Cooper, Financial Decisions met its rigorous search criteria.
I am delighted to confirm that Cohen & Krass merged with Financial Decisions as of Friday, 1 April 2022 - Colin Simkin.
Who are Financial Decisions?
Financial Decisions is a well-established Family Office company providing personalised services across all client's financial needs. Privately owned with its own Australian Financial Services Licence, Australian Credit Licence and no institutional ownership, Financial Decisions delivers market-leading services, including wealth management, accounting, tax, business advisory, superannuation, estate planning, and life insurance and mortgages, all in-house.
A seamless integration This integration will be seamless with the same team, the same level of services, and the same dedication and comprehensive understanding of clients' financial needs.
For a long time, Cohen & Krass have held a view that to service High Net Worth clients and Family Offices, you must have an accountant, a lawyer, and a financial planner all operating together. As part of Financial Decisions, clients now have access to highly credentialed, passionate professionals specialising in:
The team has a diverse skill set and a specialist background spanning all aspects of wealth creation and management, including a dedicated investment analyst.