Why use a Financial Adviser?
Many people who use a financial adviser have these thoughts running through their mind:
"I don't really know what I am doing"
Competence - a good financial adviser is a qualified specialist who can help clients to make the most of their money. They deal with:
* investment selection
* asset allocation
* financial planning
* tax considerations
* estate planning
"I don't want to spend time on this"
Convenience - a good financial adviser will:
* save you time
* enable you to spend more time doing the things that interest you more
* provide you with a personalised service
"I need someone to keep me in check"
Coaching - a good financial adviser will:
* give you peace of mind
* help you to stick to your plans and goals
* deal with your emotions, biases, and stress
* help you through life, career and business transitions
* provide you with objective feedback and a trusted second opinion
"I would like my entire family to be involved"
Continuity - a good financial adviser will:
* engage with your spouse and children as appropriate
* help you with intergenerational planning
* assist you in providing a legacy
* advise you on philanthropy
