How to choose the right adviser
One of the most important roads an individual or couple will travel in their lifetime will be the one to a successful retirement and for this to be achieved, it will, in many cases, be one traveled with a Financial Adviser of their choice. A successful retirement for someone in simple terms, means leading the life they have worked hard to attain, so this choice must be someone they feel most confident to get them there.
At a very early age as human beings, most of us are wired to be in and have relationships which are likely to be of a lengthy duration. From childhood, we experience first the parental relationship, then the years of school friendships, relationships with work colleagues, and for most, the lasting relationship of a life partner. It stands to reason then, that an individual’s personality is one of the initial draw-cards in the establishment of a relationship.
People have different priorities and that is fine, but choosing someone who you know you connect with, and who understands your personality and your priorities, is the most important step to attaining them.
For any relationship to be a success there needs to be a good foundation. I have been matching clients with the right Adviser for many years and know getting this right from the outset provides this strong foundation and is far more likely to result in this success. And when success is achieved, like in any other partnership, the relationship is enhanced.
It’s easier to go the distance with someone you can trust and trust in your Adviser is one of the greatest comforts you can have.
After all it is, as they say, “your money”.
If you need an adviser or would like to find a new one, please reach out to us. We’d love to partner with you for your financial success.