What value can a financial adviser add?

Just as a personal trainer can help you reach your fitness goals, a financial adviser keep you on track with your personal wealth journey.

If you’ve ever had a gym buddy, hired a personal trainer or been tortured at boot camp, then you understand the power of being both held accountable and guided.

Here are five ways a financial adviser can add value to your bottom line.

1. We’ll create a tailor made financial plan for you

The very first time you step into a new gym one of the personal trainers will sit down with you and find out all about your fitness history, nutrition habits and goals.

Any trainer worth their salt will never put you on a one-size-fits-all fitness plan.

They’ll make it bespoke and take into consideration what you’re capable of lifting, so you have a solid base to build upon.

We’re exactly the same. Just with finances, not barbells.

We’ll spend time getting to know you, your circumstances and your future goals – then we’ll create a financial plan that will put you on a road to achieving them.

2. We’ll spot you when your form’s not great

Whether your squats form is lazy, or you’ve had a spending blowout – everyone has slip ups from time to time.

It’s only human to make mistakes. What separates the successful from the non-successful is being able to identify when you’re performing below par. And that’s where we can help.

If we identify any areas in your financial plan where you’ve been lagging, we’ll discuss them with you and help you overcome those challenges.

3. We’ll track your progress

One of the most motivating things about working towards a health plan is tracking the gains that you’ve made.

Whether that’s knocking one minute off your PB over a 5km run, or bench pressing an extra 10kg, nothing gives you an endorphin rush like achieving personal progress.

The good news? Financial progress is no different.

We go to great lengths to ensure you can always see exactly where you’re at on your own personal journey.

Every time you visit us we’ll make sure you know exactly how far you’ve come, where you’re at, and how far you’ve got to achieve your goals.

4. On call advice

If you ever search Google to find out what’s healthy and what’s not, you’ll likely spend an hour or two sifting through 20 wildly varying answers to work out which one is legit, and which one is a con.

And if there’s one thing that’s as important as your health, it’s your finances. So you’re likely to spend just as long trying to find the right answer online.

Be aware though: there are a lot of cowboys out there looking to take your hard earned money.

Rather than navigate the minefield that is the internet, we’re always on hand to answer any questions you may have. Because, remember, time is money!

5. We’ll motivate you when the going gets tough

When you need to punch out that last set of ten gruelling push-ups, having a motivating personal trainer on hand can be the difference between throwing in the towel and straining them out.

And it’s that final 1% effort where you make the most gains.

Similarly, when the going gets tough with your finances, we’ll help motivate you through the tight times.

We know exactly what it takes to get you through, because we’ve helped guide countless families like yours through similarly tough situations.

Rest assured that we’ll never push you too hard. And if it does look like you need to change tack a little, we can adjust your plan on the fly.

How we differ

A personal trainer can cost you thousands of dollars per year. While we also charge a fee, rest assured that we’ll teach you strategies to improve your financial situation.

Also, when you part ways with a personal trainer, you’re only ever a few KFC buckets away from losing all that hard work around your hips.

If, for whatever reason, you may have to part ways with us one day, you’ll always have a great blueprint for how you should be managing your finances (even if you do blow the weekly budget on a KFC splurge every now and then!).

If you’d like to know more about the value we can bring to you, give us a call today.

Disclaimer: The content of this article is general in nature and is presented for informative purposes. It is not intended to constitute financial advice, whether general or personal nor is it intended to imply any recommendation or opinion about a financial product. It does not take into consideration your personal situation and may not be relevant to circumstances. Before taking any action, consider your own particular circumstances and seek professional advice. This content is protected by copyright laws and various other intellectual property laws. It is not to be modified, reproduced or republished without prior written consent.

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