The Key Benefits of Financial Advice
Are you getting the help you need?
INVESTMENTS
FINANCIAL PLANNING
OTHER
TAX PLANNING
BEHAVIOURAL
Investment Policy Statement
Tax-efficient savings strategy
Asset allocation advice
A bodyguard between you and product salespeople
Consolidation of investments
Annual planning meeting
Formalise your goals
Accountability partner
Tax-efficient retirement income plan
Second opinion service
Ad hoc meetings for important decisions
Outsourced financial administration
Unlimited access for money questions
Prioritise financial opportunities
Someone who cares as much about your financial future as you
Thinking partner
Independent sounding board
Support for a surviving partner
A co-ordinator between all your professional advisers
Identifier of life transitions
Financial project manager
Someone to tell you what you need to hear
Referrals to other professionals
Scam avoidance
Lessons from other clients
Proactive, not reactive, tax planning
Tax-efficient estate plan
Education on legislation changes
Guidance during tax season
Helping you avoid regrets
Support during volatile markets
A "don't do that" service
A voice of reason during emotional decisions
Source: Humans Under Management
For illustrative purposes only
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