First and foremost, we take the time to get to know our clients. Only by understanding their objectives for themselves, their family and for the wider community can we ensure that their financial planning is structured efficiently to achieve their goals.
However, giving sound advice and planning is not just about doing the right things. It’s also about protecting our clients from making mistakes and about helping and guiding them to stick with their plan.
I read an article recently about our role as financial planners that really resonated with me in relation to our approach and I wanted to share the following quote:
“You were sent into the world not to educate investors, nor to forecast the economy, nor to time the market, nor to pick consistently superior investments. You were sent into the world to keep people from blowing themselves up. That is your mission. That, in and of itself, is your value proposition. Let it be enough.” Nick Murray – Around the Year with Nick Murray
For those of you reading this as clients, this might resonate with you! For those of you looking for advice, not only can you trust in our ability to deliver a comprehensive approach to financial planning, but you can rest assured that you will benefit from our straight-talking and honest advice. Sometimes it may be a little uncomfortable or what you don’t want to hear, but it’s always with your best interests at the heart of everything we do.