goals based financial advice

This is not a new phenomenon, it is something we at Hewison Private Wealth have been providing our clients with for many, many years. It involves meeting with clients and allowing them to share what is truly important to them in the short, medium and long term. 

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

goals based financial advice

The most common way to receive financial advice

More often than not a Financial Adviser meets with a Client to asses an individual’s income and asset position as well as their ‘risk appetite’.  Following the meeting the Adviser will recommend investment products that most closely fit the client ‘type’.

Is there a better way to receive financial advice?

In short. Yes. There exists an approach that is less centred on ‘risk profiling’ and grouping clients homogenously and more on you – the individual. It is called Goals Based Financial Advice.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

goals based financial advice

Here’s how to tell if your adviser has your best interests at heart. http://bit.ly/2lYvoTh

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.