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.
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.