Taking part in the Financial Planning Process can be both exciting and daunting at times. Being able to articulate goals and have confidence that they can be achieved is a great experience, but at times your financial planner may bring up strategies that are unfamiliar, or even scary to you.
At Income Solutions we want to ensure that all our clients have 100% confidence in the strategies we recommend and are totally comfortable with the products we suggest.
One way we attempt to achieve this is to ensure our clients make an informed decision based on knowledge and education. We hold monthly ‘common sense investing’ seminars where our goal is to educate clients in the different asset classes they can choose between when investing for their future.
We also encourage our clients to ask questions and challenge our advice. Asking questions ensures you have the opportunity to fully understand why we are recommending a certain strategy and understanding how they would work to enhance your situation.
At times we have to to tell our clients ‘what they need to hear, not what they want to hear’. Simply hearing what you want to hear is no advice at all. We endeavor to give the best possible advice to assist our clients in reaching their goals.
We hope to form a long term relationship with our clients, as building wealth takes time, and circumstances change along the way.by