Over the years, our clients tell us that our financial advice gives them peace of mind knowing that professionals are looking after them, and that they are financially well prepared for the future. In addition, they say that the benefits of our advice far outweigh the cost of our advice.
Interestingly, a study by Rice Warner Actuaries also quantifies the benefits of having financial advice. Here are some of of the conclusions drawn by Rice Warner in his study.
Conclusion No. 1
”There is a key advantage in having an ongoing relationship with a financial adviser in order to maximise opportunities and to build the discipline of maintaining the long term plans.”
Conclusion No. 2
“In addition to the financial value of advice, there is an emotional value provided from the peace of mind associated with a structured stable plan. For many people, there is huge benefit in having control over their finances, a plan for their future and financial protection against death or disability. These intangible benefits are priceless.”
Another survey found that of those who currently use a financial planner as their main source of advice:
- 87% said their adviser made a positive or significantly positive difference to their life, and
- 89% said their most recent discussion with their financial planner was valuable or very valuable.
What services do you need?
Here’s how we can help you create a secure financial future – efficiently, prudently, and cost-effectively. Choose from the categories below:
- Wealth accumulation
- Pre-retirement
- Retirement
- Personal Risk Insurance and Estate Planning
- Business Risk Insurance, Estate Planning and Super
- Personal Mortgage and Finance Broking
- Commercial Loans and Equipment Finance
- Redundancy Advice
Benefits of having a financial adviser
Whatever services you get from the above list you are sure to get all these benefits:
- Significant cost savings
- Less Tax
- Competitive investment returns with less risk
- Higher Centrelink benefits (if appropriate for you)
- Being advised of financial opportunities as they become available
- Achievement of your medium and long term financial and lifestyle goals
- More control over your finances and your future
- Less stress and worry because you will be financially well-prepared for the future
- An ongoing relationship with financial specialists who are dedicated to understanding your needs
- And peace of mind from knowing professionals are looking after you and your finances.
If you want to get started with your financial advice, just give our Wealth Advisory Ben Seeger, a call at (03) 9810 3666.
You may also check this link to get to know more about our value of financial advice.
