Financial Planning

When financial products masquerade as advice – where’s the value?

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For a financial planner, Scott Farmer can display startling apathy towards financial products.

Scott explained this recently when he and other Certainty Advisers were researching the April 2017 white paper What Price Valuable Advice? which highlights what sort of financial advice clients value.

“It’s pretty simple,” he says. “When it comes to the advice our clients value most in the work we do together, it has nothing to do with the financial products they have.

“This is at odds with what is offered ...

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4 steps to help your post Christmas financial blues

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2015 is now under way and your credit cards might still be feeling the after effects of Christmas.  This is the perfect time to put in place a game plan to change your financial future!  Just like living a healthy lifestyle, it doesn’t happen by itself, it relies a lot on discipline and having a plan.

Step 1: Make a decision to change – It seems common sense but you need to make the decision to change your financial well-being and ...

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Why do clients engage the services of a financial adviser?

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This question is more interesting than it might seem.  In fact many financial advisers in our industry probably struggle to answer it!  When we meet with our clients we understand that they are not looking to engage (or re-engage) our services because we are nice people (although we like to think we are), and its not because we have the best products available (although we believe we do), and its not because we are good at what we do (although ...

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