Too often, many people – especially those that have some financial know-how, think that their sole knowledge is sufficient to always make sound financial judgement calls. Unfortunately this is not always the case – the benefits of a financial advisor should never be overlooked.

One of the biggest reasons for having an advisor revolves around the relatively new field of Behavioural Finance (utilises variables from psychology and applies them to the actions of individuals in trading and other financial applications).

It has been proven that those who set goals early in life, review and work towards them, are the ones who are fulfilled later in life career-wise, financially and with the immense satisfaction of having grown as an individual. In this regard – adding immeasurably to one’s overall quality of life.

As financial advisors, we have the know-how to help individuals set appropriate financial goals and address a plan for life, covering all areas of family financial planning such as life assurance and income protection, investing, retirement planning and estate planning (including the completions of proper wills and formation of trusts if appropriate).

Some of ways we can assist with financial advice include: