3 part video series on the process and benefits of receiving professional financial advice.
The Advice Process: The Value of Professional Advice
Video 1 in a 3 part series. This video explores the value of professional advice, and the critical aspects that are often overlooked. It includes getting to know your adviser and what to expect in the initial discovery stages. It also details discussion on advice terms of engagement and how the scope of advice is agreed upon.
The Advice Process: Preparing a Financial Plan
Video 2 in a 3 part series. This video explores what is involved in preparing your financial plan (Statement of Advice) and how your financial plan is presented.
The Advice Process: The Benefits of Ongoing Advice
Video 3 in a 3 part series. This video explains how your financial plan recommendations are implemented and what is required. It also helps you to understand the key benefits of maintaining ongoing advice to ensure you remain on track to achieve your goals.