How can you help me? Often I get asked by people enquiring about my role. The answer is always, I don’t know, but if you allow me to find out more about you and your life goals, I will be in a better position to develop life plan guiding you to achieve what is important to you. So... how can I help you?
I take pride in my ability to get the best for our clients. I am personally confident that I can add value to every single person walking down the street. Of course, not everybody wants to receive advice and that also works for me. It gives me a great deal of satisfaction and a sense of accomplishment to deal with clients who perceive the benefits of quality financial advice. I take pride in my down to earth approach; ability to connect with my clients and years of experience and ongoing personal development and training. Often, after meeting new clients, they comment on how they now actually understand the complex and oftentimes daunting financial issues and jargon.
Our initial meeting is all about getting to know you and seeing how we can add value to your financial position and your life in general. As a rule, we will only go ahead and formulate a plan if it is clear that we can add value to your life and you clearly understand it and instruct us to do so. This way we are both certain that you will be better off. Then we will agree on flat dollar based, initial and ongoing fee and your preferred method of billing. I will never receive commissions from your investments.
Everyone has a different reason for coming to see a financial planner, and so success means something different to each client. But, from my experience, in most cases we add value in these four areas:
Practical Value
My advice will save you time. Recommended strategies will give you a structure to go by and confidence and discipline to succeed. I will streamline, simplify and manage your finances, and help you to make the right decisions.
Intrinsic Value
My qualifications and ongoing professional development mean that I understand the latest rules and how they work. My years of experience and expertise mean that I know how to explain all this to you in plain English.
Financial Value
This is the most obvious are where I will save you tax, protect your assets, manage and reduce your debts, help you accumulate wealth and make your money work harder for you.
Emotional Value
Our ongoing relationship means that there will be someone there to take care of it all. This means less stress, more peace of mind and the knowledge that everything is taken care of. The relief you have taken an action to secure your financial future - priceless.