Needing a financial advisor isn’t just about retirement annuities and savings policies, the right advisor can help you mould and shape your wealth so that it works for you one day.
Your financial advisor is your planning partner for life, so it’s important to work with someone who understands your specific needs and takes the time to get to know what you want to achieve on this game called life.
Your planning partner’s main goal is to help you accomplish your goals and make your plans a reality.
A financial advisor can assist with helping you decide how much money to save, the best options for investment, as well as what kinds of insurance to have in place. This can include life cover, dread disease cover, disability cover and household and car insurance, to name a few.
While we would love to sell you another policy, we also believe in educating our clients with the knowledge they need to develop and secure wealth as they go.
The first step in growing your wealth is understanding where you stand in terms of your financial health. Your financial health is your current financial state of affairs. It will pay off to make time to learn and understand what this means. We love this post from Invetsopedia on Financial Health.
The second step in growing your wealth is understanding how to do it, and how not to do it. This is where a financial advisor becomes essential, not just with investment policies, but other types of investment as well.
They often have the experience, paired with the knowledge of what other people have done before you, so speaking to them and booking time to discuss things outside of what they have sold you can positively impact how you move forward in waters that are completely unfamiliar to you.
It’s times like this that you would pay your financial advisor for their time, because they are equipping you with the knowledge you need to make sound financial decisions. These sessions are more for you to educate yourself so that you can grow your own wealth in other areas, and using a financial advisor to do that, not only gives you access to the wealth of knowledge they hold, it also gives you an idea of how to educate yourself so that you can stay ahead of the game.
If you would like to discuss this further, feel free to get in touch with us.
☎️ +27 21 933 4170