Whilst there is no doubt value in having an expert supporting you in any particular area of your life, it is also important to have a working understanding of a topic so you can be an active participant in the process.
We often trust specialists, relying on their expertise and knowledge to help us make informed choices in times of complexity. This is incredibly useful for something like brain surgery, or even getting a modern car serviced with all those computer-controlled systems.
However, the subject of money is pretty straightforward – it isn’t rocket science – and you should have a basic understanding of finance to ensure you are in control of the decisions you make.
This will go a long way to enabling you to make more informed decisions about your financial future.
Book a complimentary review today via the below link and select a day & time that is convenient for you and we will spend some time talking about why we trust the educational and informed approach.
Booking Link: bit.ly/3PIMn76
At Finwell Group, we’re passionate about educating our clients, so that they are an active participant in the process and are making informed decisions.
It is a Red Flag to us if a financial advisor says ‘trust me’ since this promotes the idea of blind faith without any due diligence.
You may be aware of the problems a ‘trust me’ approach can lead us too. Royal commissions into the advisory practices of large corporates and banks prove that blind faith isn’t a good idea when it comes to monetary decisions.
A good advisor will welcome your questions. They will also tell you when they don’t know and be willing to get the data that you need or want to know.
At Finwell Group, we want you to be critical in your thinking. You are encouraged to ask questions. We want you to ensure that the answers you get make sense to you.
Taking the word of an expert without ever questioning or verifying their advice can be a dangerous path.
This is why Finwell Group run regular education events covering topics on wealth, superannuation, mortgages and property investment to assist your knowledge of the guidance you receive.
Trust is important. But we also recommend that you verify what you are told and seek a second option to obtain alternative insights and perspectives.
You can witness the Finwell Group approach to financial planning and advice and see our education for yourself.
Book your complimentary review today via the below link and select a day & time that is convenient for you.
Alternatively, you can call Finwell Group on (03) 9017 3235 or email better@finwellgroup.com.au
You’ve got nothing to lose, and everything to gain.
This complimentary appointment offer is for a limited time only. Take the first step TODAY towards becoming more educated and informed about your finances.
The information in this article is general in nature and does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.
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