Invest Blue’s Managing Director, David Stephen sits down with AMP’s CEO, Alexis George to discuss how the role of an adviser differs between rural and city regions, what the industry can do better to support financial advice in regional areas, and the main concerns expressed by our clients.
is a financial adviser worth it?
Why seek a financial adviser when you can google it yourself?
Financial advice isn’t just about investments and superannuation. At Invest Blue, we are here to help you define your goals and understand which strategies suit you best so ultimately you can live your best possible life.
Financial planning is much more than choosing products and investment funds. At Invest Blue financial planning it is about creating a plan that is designed to empower you to live your best possible life.
Why not manage your own finances? Surely, it’s not that hard? These are the questions I’m often asked in social circumstances when people realize I’m a Financial Adviser.
Whether you’re seeking out financial advice or considering a career in the advice industry, you might be wondering – what exactly does it take to become a Financial Adviser?
If you’re thinking about seeing an Adviser, you’re probably asking yourself “Is it worth it? how much money do I need? How do I find the right Adviser for me? and what will be involved?”
Often, the price you are willing to pay for a product is determined by how much value you place on it, do you go for the cheaper pair of shoes or the ones that cost more but you know will last you longer? Unlike physical products, services can be a little harder to understand what exactly you’re paying for and what value to place on it. When you do seek advice, it’s important to have trust in and value the advice of your adviser, but it is also important to understand the fee structure and actual cost of the advice you are paying for.
In times of uncertainty and market volatility, the pre-work that goes into a solid financial plan kicks into gear. Having a good financial plan that considers both the protection of your wealth as well as its long-term growth can play a huge difference in you how you weather financially during these periods.
What questions are Australian's asking financial planners, when are they asking and what are the barriers to seeking financial advice?
Australians are increasingly investing in advice for their physical, mental, and financial wellbeing.
Seeing a financial adviser could set you on a path to reaching your goals and dreams sooner, but how can you make sure you choose the right adviser and what should you look out for?
Receiving financial advice is only the first step. The key to unlocking the benefits is through regular contact with your adviser and by changing behaviours to implement the recommendations made.
Some of life’s milestones are difficult to navigate, like purchasing your first home, moving to a larger home when the family expands, giving back to the broader community, or retiring knowing you have enough to live your best possible life.
What does the first meeting with a financial planner look like? Learn how it is done at Invest Blue.
What's stopping so many of us from seeking help? Let's examine the anxieties that may be holding many of us back.
How much does financial planning cost? Does professional financial planning pay off? What other benefits can financial planning bring? Is a financial adviser worth your time and money?
The true value of a financial plan is in the process of planning
our views on the Royal Commission
When you're looking for solid financial advice, ask these five simple questions to a potential adviser to guarantee they have your best interests at heart.
Our clients, their feedback, our promise
Why you shouldn’t give in to the temptation of DIY finances.
Whether you're taking your first financial steps or already investing firmly in your future, most people can benefit from financial planning in Australia.
it's a simple process
