Protect Your Wealth: What Your Accountant Isn’t Saying

Protect Your Wealth: What Your Accountant Isn’t Saying

This article is for people who are not 100% on the Wealth Mastery System yet.

Last week I had a meeting with a very unhappy man. His wife passed away six months ago. They were married in community of property; therefore, their joint estate and bank accounts were frozen since the time she died. Now, six months later, because of the high death tax and other costs, the deceased estate has officially been declared bankrupt. His furniture will be auctioned next month!

Over the years, I have had many meetings like the one above and written many articles about it, but this one is different. Normally, the victims blame the government and the financial advisers for their problems; this person blamed his accountant. He wanted to know if he could sue his accountant for not making them aware of the financial danger awaiting them.

Although I don’t think accountants are legally liable for this disaster, I suggested he consult a solicitor.

However, his blaming his accountant made me think… maybe they are guilty if they do not disclose the problem to their clients. They are not legally guilty, but they are definitely ethically guilty!

Accountants are witnessing the financial destruction the insurance industry’s Estate Planning plans have on their clients’ lives, though they do nothing. Why are they not warning their clients?

Are they genuinely ignorant, or are they deliberately ignorant?

I think it’s the latter.

They are deliberately looking the other way!

DESTINATA Accounting, our club’s preferred accounting service provider, and its associates are the only accounting firms in South Africa that inform their clients about the dangers lurking in the dark!

If your personal, Trust or business accounting is not done by Destinata or its authorised associates, you are probably heading for a disaster. Your assets, big or small, will be destroyed entirely upon your death. Your spouse and children will probably not inherit a cent!

Ask yourself why you are not controlling the assets of your forefathers. I believe it’s because nobody warned your forefathers like I’m doing now.

The accountants may not know the solution, so they keep quiet about the problem.

Maybe it’s time to join the Wealth Masters Club and replace your accountant with one who knows the solution!

Book your seat at our next seminar NOW: https://wealthmastersclub.com/seminars/

Regards,
Coert