The real value of financial advice Financial advice is NOT all about money, it’s a big part of it of course, but there’s so much more to it than that. It’s about having an expert guide to help you reach your goals sooner – giving you more confidence, peace of mind and freedom.
80% of clients believe advice has given them more confidence. And the same proportion of people also believe that having an adviser makes them more confident about making financial decisions*.
What’s the benefit of all this extra confidence you get from having a financial adviser? Our clients get more out of life and they sleep better too. They have the confidence to make the big decisions – for example, making the big decision to retire, sooner rather than later. They also have the confidence to seize opportunities as they arise and reap the rewards – such as, when the time comes, being able to afford quality aged care.
Its also about a whole team of people doing a whole lot of work for you – research, compliance and technical experts, paraplanners and support staff. This is a major part of the value equation. They can also help you avoid costly pitfalls – and all the grief that goes with them.
The real value of having a great financial adviser is that they can give you the confidence to explore new horizons and, most importantly, enjoy them.
Source: * Suncorp Value of Advice Report 2017