Bursting the Myth of Financial Planning (2) – Access to a professional and trustworthy advisor

Bursting the Myth of Financial Planning (2) – Access to a professional and trustworthy advisor

There are benefits of having a professional financial adviser/planner helping  you with your financial planning.

Having somebody as an outsider looking at your financial matters from an objective bases without any emotional attachment can create enormous shift in your financial well-being. As sometimes it is hard to make a rational decision when you are emotionally attached to that decision and its outcome. Under emotional distress, people make poor choices. This appears based on a failure to think things through, caused by emotional distress. All human beings, with emotions we cannot control ourselves, and without them we cannot make decisions either.

That is why having a financial adviser/ planner on your side is very important. Now, with more complex regulations and complex financial instruments you as an investor need an adviser who can provide client-centric expertise in assessing the state of your finances and developing risk-aware strategies to help you meet your goals.

On the other hand, you might need to make sure the adviser have the required skills, knowledge and understanding of what gets involved in your financial matters. The most importantly the person must understand you, your values and your unique set of goals well. Knowing the adviser understands you and your needs, this lead to have your adviser as a listener or sounding board, as someone to whom you can unburden your greatest fears.

A good adviser will listen to your fears, tease out the issues driving those feelings and provide practical long-term answers. An adviser can become your architect, helping you to build a long-term wealth management strategy that caters to your own risk appetites and lifelong goals.

Even when the strategy is in place, doubts and fears will inevitably arise in your mind. At this point the adviser becomes a coach and helps keeping you on track. Beyond this, an adviser will be a kind of lighthouse keeper or guardian, scanning the horizon for issues that may affect you, your financial life, and keep you informed.

Should you want to find out if we are the right adviser for you, feel free to contact us. 


This document has been prepared by HQ Financial Solutions, an Authorized Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735,AFSL No.229892 based on providing for information purpose only. Accordingly, reliance should not be placed on this material as the basis for making a financial or other decision. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including HQ Financial Solutions, Halle Yilmaz or Lifespan Financial Planning Pty Ltd, accepts responsibility for any loss suffered by any person arising from reliance on this information. Before acting on this material, you should consider its appropriateness, having regard to your financial circumstances and needs, and  talked to a financial adviser in that field.

Halle Yilmaz is a financial adviser and business consultant. As a financial adviser, she gives solid advice that can create rapid and lasting results for her clients. Sign up for her free E-Book and download “7 Steps to Healthy Wealth Management.”

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