Sometimes the value that we provide as independent financial
planners is tangible - we can specifically point to some tax savings
that have been made, some social security that has been gained
or some investments that have delivered gains. However, more
often than not the value can be intangible. Our clients often tell us
that the following 6 intangible benefits are the ones they value the
most from our relationship.
Organization: We will help bring order to our clients financial life, by assisting them in getting their financial house in order (at both the “macro” level of investments, insurance, estate planning, taxes, etc., and also the “micro” level of household cash flow).
Accountability: We help our clients follow through on financial commitments, by working with them to prioritize their goals, show you the steps they need to take, and regularly review their progress towards achieving them.
Objectivity: We bring insight from the outside to help our clients to avoid emotionally driven decisions in important money matters, by being available to consult with them at key moments of decision-making, whilst doing the research necessary to ensure they have all the information. As we are independent it is clear to the clients we are working in their best interests.
Pro-activity: We work with our clients to anticipate their life transitions and to ensure they are financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education: We explore what specific knowledge will be needed to succeed in their situation, by first thoroughly understanding their situation, then providing the necessary resources to facilitate these decisions, whilst explaining the options and risks associated with each choice.
Partnership: We attempt to help our clients achieve the best life possible whilst working alongside them, not just for them, to make this possible, by taking the time to clearly understand their background, philosophy, needs and objectives and offer transparency and independence around our own costs and compensation.
(Independent Wealth Partners Pty Ltd (ASIC # 1286417 ABN 66 647 667 249) is an independent professional financial advice practice which operates under the Australian Financial Services Licence (Independent Wealth
Services AFSL # 512433).
This document is general advice only and it does not take into account any person’s individual objectives, financial situation or needs.
IMPORTANT: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.
