ARE FINANCIAL ADVISORS REALLY WORTH IT?

is it really worth it to pay the fees and invest in a quality financial advisor?

We will take a look into a few duties of a financial advisor as well as the benefits of having one for yourself!

SO, WHAT DOES A FINANCIAL ADVISOR ACTUALLY DO?

Contrary to what you may believe, our job is not purely to send you this email once a month.

An advisor has multiple different roles and functions to fulfil, such as:

• Conduct in depth research of different financial markets and products

• Seeing to clients queries and concerns as and when they arrive

• Monitoring client’s investments and reviewing their portfolio on an annual basis thereafter providing calculated recommendations to address identified shortfalls

• Drawing up a detailed financial needs analysis to properly plan for a client’s financial future

• Planning to secure a client’s family for the day he/she will no longer be around

• Helping a client reach his/her financial goals via the use of professional advice and expert planning

Being a financial advisor can be strange at times when you think about it…

If a physical trainer charges a fee to get your body into shape its fine

When a doctor charges a fee to keep you healthy it is totally understandable

When an advisor takes something of a percent from a client’s investment to ensure it grows as best as possible, that fee is seen as too much!

With that being said. Like any other profession, sometimes a few sketchy individuals can leave a bad name for the industry as a whole. One of the most important aspects of having or being an advisor is building a good and trusting relationship with one’s clients.

In the end, the decision to use a financial advisor is up to you. Your financial future is in your own hands, We are just here to make sure you don’t have to carry it alone.