Of course we are going to say this, because it is what we do. But we really have seen the difference. Remember, your adviser lives and breathes what is happening in the investment, insurance and financial planning worlds. We know that the trends are, what the issues are that are coming up, we monitor changes in legislation that will impact you.
We have access to investments that you can’t access directly on your own, and we monitor your financial solutions continually.
Because we work with a number of clients, we have an intuitive feel for whether what you want to achieve is going to be possible, but we also have the knowledge and skill to model out the options for you. Our experience also means that we can suggest options to you that might work better for you.
With our accumulated 80+ years of experience working in the financial industry, we have seen lots of good investments and some bad investments. We have learned about some of these by recommending them to our clients – we have learned from our mistakes. We have the tools to spot a scam, or a fraud, or even the issues with something that does look good (for example, how are you going to make money out of that investment, and more importantly, how are you going to take money out of the investment.)
A golden rule is that ‘if it looks too good to be true, it usually is’. No matter how convincing the sales person on the phone from overseas is….