Simple Certainty | 3 (unexpected) Reasons Why Financial Advisers Are Worth It

Is financial advice worth it? It’s a common and understandable question, and one which we encourage our clients and potential clients to revisit constantly. It might sound counter-intuitive, but the more it’s examined, the more value people see in the relationship – particularly the confidence it provides.

To plead our case, you’d be forgiven for thinking that I’m now going to reel off a series of statistics regarding investments and the returns we secure for our clients. While it’s an obvious argument, you’ll be happy to know that I won’t be heading down that path.

Granted, investing is a major part of what we do, but in this blog I’m going to focus on other, possibly more important, factors that we think make financial advisers worth your time and money. As you’ll see, it’s all about giving you confidence and certainty.

We turn complexity into simplicity

It’s something we all handle every day, but that doesn’t make money intuitive or straightforward. The financial world is complex; there is a range of options when it comes to investing and building your wealth, and a range of factors that influence markets and tempt us into knee-jerk reactions.

The biggest part of a financial advisors job is effective communication. We are your interpreter within the financial world, plainly and simply translating complex financial affairs into a language that you understand. This is not about dumbing things down; it’s about removing the noise and providing clarity and confidence.

If we can provide our clients with a sharply defined picture of their future, then that goes a long way to eliminating their fear of market fluctuations and more confidence when transitioning to the next phase of their life. 

We remove the emotion

Like we mentioned earlier, money is a big part of everyday life. Because it affects so much of what we do and how we feel, money is an emotional topic. This makes it hard to make decisions with cold objectivity.

A big part of our job as financial advisers is to be a sounding board and remove the emotion. Our society is saturated with (mis)information on financial matters, much of it designed to prey on your insecurities. A good financial adviser listens to your concerns and anxieties and then reassures you with the reality of your unique situation. Our advice provides certainty and the knowledge that your money is being put to its best use.

We tailor the journey

Financial advice should not involve a one-size-fits-all approach; money is personal. The question isn’t, ‘how much can I make from this lump sum?’. Rather, the question should be, ‘how can this money help me attain the lifestyle I want?’.

Good financial advice is tailored to your goals, your desires and – very importantly – your risk tolerance. We have clients we’ve worked with for over forty years, precisely because of this approach. Our advice is based upon what they want their life to look like and what level of risk they can handle before the stress becomes too much.

So, do you think financial advisers are worth it?

It may seem counter-intuitive to hand over money in order to make money, but sound financial advice is about so much more than that. Aside from the knowledge, experience and expertise that we bring, there’s also the peace of mind and the certainty that your wealth is being put to its best use.

Yes, investments and returns are a big part, but the bigger picture is about achieving your desired lifestyle. And if that lifestyle involves doing the things you love to do without stressing about the markets and fretting over the latest fluctuation, then, yes, we’re worth it.

Certainty, tailored advice, and a good night’s sleep. That’s what we provide.


Please note this is general information only and you should always seek your own personal

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