Introduction to the Video
The role of a financial planner is often misunderstood, frequently confused with that of a financial adviser. This video clarifies the key differences and highlights the holistic approach financial planners take to help you live the life you truly want.
Unlike advisers, who primarily focus on managing your investments, financial planners start with you. They work to understand your life goals, values, and dreams before designing a comprehensive plan tailored to your priorities. Only after this will they devise an investment strategy that matches your risk capacity and aligns with your aspirations.
The video also dispels common myths, such as the idea that financial planners have unique market insights. Instead, they focus on leveraging low-cost, passive investments and guiding you through the behavioural challenges of investing, especially during volatile markets.
Beyond investing, financial planners provide guidance on insurance, taxes, estate planning, and more, ensuring your financial plan evolves as your circumstances change.
While it’s possible to manage without a financial planner, this video explains how their expertise can help you achieve your financial goals and, most importantly, live the life you envision.
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.
