Expertise and knowledge: In a highly technical and complex environment the financial planner's expertise and knowledge is crucial in protecting you against certain risks and to help you build wealth.
Investment guidance and portfolio management: An extensive study from Vanguard was able to specify investors' perceived value of financial advisors. Investors in the survey believe they are 16% closer to their financial goals with a human advisor than they would be without an advisor. Advisors can add up to or even exceed an additional 3% per annum investment returns.
Personalised financial planning: The prudent advisors will base his / her advice on your unique needs and circumstances.
Behavioural coaching and emotional support: Negative emotional biases and behaviour can have serious detrimental effects on your finances.
The holistic view: Having a holistic financial plan gives you the best chance of financial success.
Peace of mind: In our opinion clients want to know that they will be ok, no matter what!
Decision making assistance: It is good to know that you have somebody in your corner who can assist with financial decisions; from big to small.
Structuring and simplifying your finances: A properly compiled financial roadmap can help you achieve this.
A professional partnership: Financial planning is a journey and not a destination. A professional ongoing business partnership with a competent financial planner will ensure that your financial planning keeps up with any changes to your circumstances.
Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. should you need any advice with regards to or our suite of products, services and solutions.
Author: Anton Schutte: Recruitment Manager, Wealth and Risk Planner and Certified Financial Planner CFP®: PWG Group