Many people find planning for their future
and setting out long-term financial goals daunting.
Is this caused by a fear of failure? If they are
unable to reach that milestone they set?
Perhaps a feeling of unwelcomed restriction?
After all the most common word you will hear after the term ‘financial plan’ is
usually budget.
Independent financial planners aim to make this
process less of a chore. They look at your personal situation and provide
advice on all areas of your finances. From estate planning and superannuation
advice to asset management and aged care financial advice.
Sure, financial services are multi-faceted
and can be quite complex. However, here are three reasons why independent
financial advisors are the stand out choice.
Versatility: Independent financial
advisors remain unbiased and will only recommend the right financial strategy
for their clients. Many regular financial planning businesses receive kickbacks
and commission from financial companies. This means a regular firm will
potentially only recommend a handful of different ‘financial products’ to their
clients. Independent financial planners aren’t restricted in the advice they
offer, meaning you’ll receive the right strategy and product to suit your exact
needs.
Reputation: Independent financial planners
only choose to operate as such, because they understand the importance of
reputation. They understand that only a satisfied client will return for more
business. For this reason independent advice is unbiased, tailored and much
more ethical. They know this approach works. Independent financial advisors are
for the long term.
Personalised: Many investors have needs
that are unique to their situation. Independent financial advisors have a level
of duty to their clients beyond the letter of the law. This means that their
clients are put first. You are the most important factor for the advisor. With
no commissions arriving from other avenues. Your result is the only way an
independent financial advisor can grow their professional practice.
Are you working with an independent
financial planner in Sydney yet? Talk to Plutus Financial Guidance today for
further information.
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