There is no doubt that our medical and dental clients face many complexities in their daily lives, ranging from:
Buying a home and paying down the mortgage in a reasonable timeframe
Funding school fees
Dealing with ageing parents
Divorce and separation
Preparing for retirement
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.
If you have any questions, or would like to explore working with us, please contact Yves Schoof at email@example.com or 0432 885 295.