What Is Financial Advice, Financial Planning, Investment Management And Do You Need It?

Sometimes I find it hard to explain what we do and how we charge for it, part of this is due to public misconception and part to where this industry/profession has come from. Most people seeking financial advice expect to pay a fee but they expect their financial dollar return to be greater than that fee – but financial advice is not a transaction and it isn’t an investment service. Financial advice is a service that takes time and expertise, hence the charging of a fee. Not wanting to pay this fee would be like only paying your accountant if

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