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How An Adviser Can Help You Deal With Complexity

There is no doubt that our medical and dental clients face many complexities in their daily lives, ranging from:

  1. Being self-employed

  2. Buying a home and paying down the mortgage in a reasonable timeframe

  3. Funding school fees

  4. Dealing with ageing parents

  5. Divorce and separation

  6. Preparing for retirement

  7. etc

Yes, a financial adviser provides investment advice, but 90% of the time, we assist our clients in navigating the complexities of life and providing non-emotionally charged 3rd party input.

Sometimes our clients just want to talk things through with someone, to make sure they are doing the right thing, that they are still on track with their financial plan.

An adviser carries a lot of responsibility with regards to the (financial) wellbeing of their clients, and so you should be really careful in choosing your trusted adviser.

Below are some articles that provide further insights into how an adviser can assist you and your family.

Complexity: another reason why you need advice

Financial Planning Isn’t Just Complicated, It’s Complex—There’s A Difference

10 Attributes of Great Financial Advisors

If you have any questions, or would like to explore working with us, please contact Yves Schoof at or 0432 885 295.

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