Seeking financial advice is a significant step in one’s life. Financial advisors are professionals in the field who are able to provide the guidance you need to achieve the financial goals you set for your future.
Why Do I Need a Financial Advisor?
Everyone’s financial situation is unique to their own lifestyle, future plans, and financial capability. A financial advisor is able to work with you to establish and implement a plan that will assist you in achieving your goals. Achieving an effective financial plan can be complex, at Wealth Connexion, we want you to manage your risk by making informed financial decisions for your future. Having a personal financial advisor means that you can safely place your financial concerns with someone who understands your personal circumstances and can guide you in the right direction.
What Advice Do I Get?
There is a broad range of services you are able to source in the financial sector. Our boutique practice believes that you should have the flexibility to receive the advice in those areas that you prioritise most. It would not make sense for advisors to give you advice on debt management when debt is not an issue for you. Hence, we listen to you and understand your needs and tailor our services according to your stage in life. Our advice is holistic in nature so that we consider all facets of your current circumstances to develop a plan that suits you.
The individual areas of advice include wealth creation, superannuation, risk protection, retirement planning and age care, and we also provide advice in areas like insurance, investment, budgeting and more.
Choosing the Right Financial Advisor
Choosing a local financial advisor in Brisbane allows you to discuss your financial advice needs face to face, this way, you are comfortable knowing that advice given to you is authentic and tailored specifically to your circumstances. Finding the right financial advisor is like finding a GP, someone you can trust with confidential information, and someone you can expect reliable advice from to guide you in achieving your financial goals and objectives.
A few things to look for when selecting a financial advisor include:
- Appropriate qualifications, knowledge and experience.
- Structured financial review meetings. (Occupied advisors are likely to give ingenuine advice)
- Fees they charge. (A good financial advisor should charge ethically and transparently for the services they provide)
- How they consult. (A deeper and more thorough analysis leads to higher quality advice)
Having an experienced and professional financial advisor in Brisbane means you have someone to rely on and keep you on track to secure your financial future.
Sources:
Poor Financial Advice Indicators
