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It is commonly assumed that seeking financial advice is for the wealthy, and it only helps the rich become richer, yet financial advice can prove useful to anyone who wishes to better their financial future.
Financial advice is like getting a health check-up for your financial situation. Your financial adviser is like your personal trainer, assisting you in achieving your best possible financial health.
Seeking professional financial advice provides you with a clear path to achieve your financial goals, and that is an investment worth making.
Financial advisers help with informing their clients and leveraging each individual’s circumstances to best reach their set financial goals. Advisers will also help you make financial decisions throughout your journey that are in your best interests, which can be priceless when clients are unsure of what decisions to make.
Financial advice isn’t only about investing your money in the share market. Want to save to buy your first home? Want to protect your children in case of your death? Want to enjoy a comfortable retirement? Don’t understand what to do with your super or how to invest in the share market? Think of a financial adviser as a one-stop shop for the majority of your financial issues in life.
The financial advice industry has undergone a monumental transformation following the Financial Services Royal Commission of 2017-2019. As a result, new education and compliance requirements have been legislated to further protect the client’s best interests.
This has led to a drop in the number of financial advisers Australia-wide – from approximately 28,000 in 2018 to just 19,000 in 2021.
The silver lining here is that while there are fewer advisers to choose from, the quality of advice is deemed to improve exponentially.
A financial adviser can be a sounding board for your financial ideas, a resource to answer the simplest or most complex of queries, provide research-backed recommendations, and guide you over the long term based on their experience.
Your day-to-day job may not allow you to focus on the financial aspect of your life. In contrast, your financial adviser’s primary responsibility is to help you handle your finances efficiently.
So, are you ready for your financial check-up? Take the first step and book an appointment with one of our financial advisers today.
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.