Financial Planners Don't Just Advise You on Investments

By
Steve Rowe
January 22, 2025
3.5 mins
Share this post
By
Steve Rowe
January 22, 2025
3.5 mins
Share this post

Introduction to the Video

George Kinder, a globally influential figure in financial advice, realised early in his career that the industry needed a shift towards prioritising clients over profits. In this video, Kinder explains how traditional financial advice often falls short of serving clients’ best interests and introduces the transformative approach of life planning.

Life planners focus on fostering a transparent and trustworthy relationship with clients, placing their goals and aspirations at the centre of the financial planning process. By genuinely listening and understanding what clients truly want out of life, life planners create customised financial strategies to help make those dreams a reality.

Kinder also highlights the importance of choosing an adviser who has a fiduciary focus and prioritises your needs rather than pushing financial products for profit. Good financial advice goes beyond investments; it’s about empowering clients to achieve freedom and fulfilment.

This video is an essential guide for anyone seeking a financial adviser who genuinely cares about their well-being and long-term success.

Disclaimer: This video does not constitute financial advice. We recommend that you speak to a qualified financial planner for advice tailored to your individual circumstances and goals. Financial markets may go up or down, and you are not guaranteed a return on your investment. Past performance is not necessarily a guide to future performance.

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