Matt Hern - Financial Education and Advice
Matt Hern - Financial Education and AdviceMatt Hern - Financial Education and Advice
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The Value of Financial Advice

Almost everything that we do, buy and enjoy in life is facilitated by money. So, the benefits of a solid financial foundation are far reaching in our lives. Conversely, the cost of inadequate financial management can have a deeper impact than you may be aware.

The benefits of financial advice are both tangible and intangible. In fact, in my experience of working with clients often it is the intangible benefits that have been the most important.

What is the value of financial advice?

Compared to the lifestyle cost of inadequate financial management, financial advice is a bargain. But I understand that if you are new to financial advice it can initially be difficult to grasp the size of the possible benefits. Therefore it is hard to assess if you will get value for money.

So to help you, in the tables below I’ve summarised a big list of potential benefits. Some may apply to you, others may not depending on your personal value system. I encourage you to read through the list and highlight the benefits that you value.

How to receive the benefits

The list below describes what you could gain from a solid, comprehensive financial foundation. To find out how to make the changes to reap the benefits you need to either:
  1. Invest lots of your time read books, attending courses and researching products.
  2. Complete eight or more subjects of a Financial Planning course to just learn the basics of being your own adviser.
  3. Pay a licensed, expert adviser to guide you

OR Do Nothing - leave your financial future up to the Government, your default superannuation fund and the 9% employer superannuation payments. (Is this really a palatable option?)

Taking action will cost you far less time and money than not taking action. Make today the poorest day of the rest of your life!

Tangible Benefits

Tangible benefits broadly fall within the following sub-categories:
  • Time – Time is finite, so the aim is to ensure more of your time is spent having fun and doing what you want to do

  • Saving (or keeping) Money (Avoiding waste)

  • Making More Money

Spend More Money - Ultimately if you keep more money in your pocket and make more on that money then you will have more money to spend. And you will need it with that extra fun time on your hands.

View detailed examples of the tangible benefits

Intangible Benefits

Can you imagine what you would do with the extra time, money and energy you will have? The possible intangible benefits are endless, so I’ve had a bit of fun in parts of the list below. I encourage you to have a bit of fun too – let your imagination run wild!

Intangible benefits broadly fall within the following sub-categories:

  • Security and Peace of mind – keep what you already have worked hard for

  • Choice and Possibilities – be, do and have what is important to you; money need not be an obstacle to your dreams.

View detailed examples of the intangible benefits

Need More Detail?

View more detailed examples of the:

Act Now

Taking action today to secure your financial future will cost you far less time and money than delaying action.

  • Every day you delay is probably costing you money in wasted fees, excess loan interest, and the missed opportunity of higher returns.

  • The initial, potential stress of finding a trustworthy adviser is far less than a lifetime of stress from disorganised finances and uncertainty over your future security.

Make today the poorest day of the rest of your life and book an initial appointment with Matt Hern now.



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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)

ABN: 21 592 525 720

Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au Blog: www.Money-Guide.com.au

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Please note that the information and resources on and accessed from this site are general information only and not personal advice. Please read the Terms of Use before using this website.

Matt Hern is an Authorised Representative of Sentry Financial Services Pty Ltd (AFSL 286786).

 

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