Remember that the advice you receive is far more valuable than the money in your account.
A common misconception of a financial planner's (or adviser) services is they simply advise on investment options, and their benefits come from their rate of return. While this can certainly relate to the mechanics of our offering, this service is just one small snippet of how we add value to our clients.
What is the value of helping a client organise their budget, so they can settle their debts sooner and pay off their home?
What is the value of helping a client map out a strategy for early retirement, so they can travel more and enjoy time with the grandkids?
What is the value of giving a client that peace of mind of financial security, so they can live for the now and not fret about the future?
What is the value to a client's family that took out a suitable life cover to safeguard their kids' home life and secure their education?
In their own way, these scenarios are simply financial decisions, but they impact much more than money in the bank or equity in your home. They influence happiness, wellbeing and time spent achieving your goals in a life that is finite.
The value of advice is not quantifiable, such as tax savings, investment returns or super balances; the actual value is priceless.
Contact Prosperity Wealth + Advice to discuss how we can add value to your life.
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