slide 1: Why Should You Hire a
Financial Adviser
www.yourfuturestrategy.com.au
Presented By:
Financial Plan
slide 2: M A N Y P E O P L E H A V E T H I S C O M M O N
Q U E S T I O N ‘ W H Y S H O U L D I P A Y I N G
S O M E B O D Y T O M A N A G E M Y
F I N A N C E S ’
This is of course quite justified until you understand how beneficial
financial advisers can be.
slide 3: Based on 15 years of research analysis
and testing Vanguard one of world’s
largest investment companies
concluded that when you work with a
financial adviser there is a
quantifiable increase in returns. A
separate study by Russell Investments
a large money management firm
estimated an increase of returns by
3.75 per cent when a good financial
adviser is hired.
These studies are proof of how beneficial a financial adviser
could be. Before we go on to explain in detail the main benefits
of hiring a financial adviser let us first understand what or who
a financial adviser or a financial planner is.
slide 4: A financial adviser is an individual who has expert knowledge and
appropriate qualifications that can offer valuable industry insight and
expertise above that of a laymen or general consumer. An insurance
adviser is usually consulted when you are seeking specialised guidance
or advice for investment in various insurance schemes. Whether you
require a financial adviser or not depends completely upon your
financial goals the complexity of your financial matters your
knowledge of the financial market and your current financial situation.
slide 5: Simply put hiring financial solutions
providers can help you to achieve
your financial goals.
WARREN BUFFETT ONCE SAID THAT TO
INVEST SUCCESSFULLY ONE MUST HAVE
A SOUND INTELLECTUAL FRAMEWORK
FOR MAKING INVESTMENT DECISIONS
AND THE ABILITY TO PREVENT EMOTIONS
FROM DISINTEGRATING THAT
FRAMEWORK.
slide 6: So let us now look at the actual benefits of hiring
financial solutions providers.
Expert skills and knowledge means less risk
Personalized Plans
Documentation of the Goal
Unbiased Decisions
slide 7: The complex legislation and the dynamic environment of the finance industry with a
growing number of wealth creation and investment options has made financial planning
even more intricate. Trading or investing in this uncharted territory alone potentially
exposes you to high-risk whereas a well trained and skilled finance professional will
understands these risks and will walk you through the pros and cons offering every
opportunity to improve your financial position while reducing your risk.
EXPERT SKILLS AND KNOWLEDGE
MEANS LESS RISK
slide 8: A single generic financial plan cannot suit every individual’s need. A good financial
planner will help provide a customised financial strategy to suit your specific financial
situation and should work with you to customise your own financial plan and success
goals.
PERSONALIZED PLANS
slide 9: The duties of a good financial adviser should not end at helping you to choose the right
investment. They should also help you to discover document and update your current
financial goals on an ongoing basis. These written goals are a constant reminder for both
you and your adviser of what needs to be achieved.
DOCUMENTATION OF THE GOAL
slide 10: When investing it is essential that the balance of emotional connections between the
investor and the investment have a buffer of experience. A good financial adviser should
understand your emotional connections however they should offer impartial advice. A
financial planner is free from these emotions and impulses and can help you make fact-
based choices.
UNBIASED DECISIONS
slide 11: While most Australians seek financial independents
only a small percentage actually achieve it.
Improve your investment choices - be smart invest smart and get
advice from experienced professionals.
slide 12: THANK YOU
Book an appointment with Your Future Strategy and get
a step closer to your financial goal
Phone: +611300987678
Address: level 19/50 Cavill Ave
Surfers Paradise QLD 4217
Australia