Don’t forget I’m here – for queries, concerns, plans or just a plain old natter. Working with an adviser isn’t like going to Briscoes and buying a toaster. Odd statement? Perhaps, but the point is that advice isn’t a transaction, it’s a relationship.

The pace of life is astoundingly busy these days, and often it’s only when a big change in life occurs that people think to access the expertise and knowledge of their adviser. And of course, I’m here for those moments. But I also like my clients to remember that I’m here on an ongoing basis, for any kind of query.

Here are a couple of ways you can make the most of your adviser:

 

Use me as a soundboard

Have a plan or two brewing; considering a change; or just have a query that you need some expert help with? Use me as a soundboard. It’s my job to talk through what you want to achieve, to understand what matters to you and then apply my knowledge of various options and approaches to your personal circumstances. A good conversation with an expert is often the best way to get some clarity and confidence in what to do next.

 

Use my knowledge

One of the things I enjoy most about working with clients is being able to share my knowledge – even small bits of information can create ‘aha’ moments and help clients better understand their own financial well-being. I’m a fan of Kiwis proactively taking an interest in their financial life, researching online (using well-regarded resources of course) and expanding their understanding of how money works. But always remember, you have a specialist on hand who can help you make sense of the plethora of information out there, and most importantly, how it applies to your personal situation.

 

Check-in regularly

Even small changes can have an impact on your insurance needs. As I said, life’s busy and I certainly don’t want your insurances to feel like a chore; but I definitely recommend you check-in at least once a year. I’ll send you a reminder of course, and I hope you’ll book a meeting so that we can check that your cover is still in line with your life and needs.

In a nutshell, I’m here for any queries you have – big and small. I look forward to the next time I can help you, whether that’s a quick soundboard session on the phone, or a comprehensive conversation over coffee.

 

An Adviser Disclosure Statement is available free and upon request.