Is it worth it to talk to a Financial Advisor?

 

Let’s start with a few simple questions:  Is it worth it to talk to a financial advisor? What would a financial advisor do for me? Can I be certain that I get advice that makes sense for me?

Some simple statistics seem to answer these questions categorically: (See below for data sources)***

  1. Clients who engaged with a Financial Advisor over a 15 year period had net worth 4 times greater than those who did not!
  2. 80% of investors say their financial advisor helped them to save. Working with a financial advisor encouraged them to save and invest.
  3. 76% of investors report that having a Financial Advisor gave them a positive sense of well-being.

So let’s ask the question again:

Is It worth it to talk to a Financial Advisor?

Answer:

Clients who engage with a Financial Advisor are wealthier and more disciplined with their money. Result; they feel better about their lives!

So, what can a Financial Advisor actually do for me?

 

A Financial Advisor can offer a broad range of services to benefit clients:

  • A wide variety of investment solutions to match your financial goals.
  • Help you to develop a financial plan to suit your needs, a plan that can evolve as your life changes.
  • Assist you in understanding financial products and their role in your financial plan.
  • Making sure that you and your loved ones are protected in the event of illness or death.

Summary: Is it worth it to talk to a financial advisor?

A financial advisor (aka Financial Broker):

  • Will work with you to help you achieve financial goals.
  • Has a broad range of knowledge and experience in helping people just like you.
  • Puts you at the centre of his or her advice. At the end of the day it’s all about you and your financial goals.

 

KEY POINT: A financial advisor will help you to meet your financial goals. If you don’t have one feel free to email: donal@osullivanfinancial.ie

View our video about financial advice here: https://youtu.be/lvOqeC3oH2w

Or see what our clients say about us on our testimonial page https://osullivanfinancial.ie/testimonials/

***Data Sources:

  • The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016,
  • Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019. :
  • BlackRock Global Investor Pulse, 2019

 

McCann Financial Consultants Ltd T/A O’Sullivan Financial Solutions is regulated by the Central Bank of Ireland

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