Goals based advice is a term coined quite a lot these days, you could argue it’s a bit of a buzz word or phrase, but what does it really mean? In short, goals-based advice is achieved by your financial adviser putting your goals, hopes and dreams for the future at the forefront of everything they do when building your strategy. Like many industry's it's about putting the client at the centre of everything.
Last Friday afternoon Chris, Clare and I had the privilege of an extensive tour of Sacred Heart Mission in St Kilda. At the beginning of last week, the tour was simply an entry in my calendar that would end a no doubt busy week. That calendar entry became the highlight of my week and validated why the Hewison Foundation had been giving to and supporting Sacred Heart Mission for the past three years.
This week Nathan and Glenn discuss the questions you should ask a potential adviser. It's an important step in a client's very own discovery process that they need to pay attention to.
You might be thinking that it’s only the second week of March, however, at Hewison Private Wealth, our 12-member advice team is well and truly already focused on reviewing our client’s superannuation to ensure compliance requirements are satisfied and strategic opportunities are fully taken advantage of.
As we celebrate International Women’s Day tomorrow, I thought I’d take this opportunity to share some insights into financial literacy amongst women and provide a few tips on how you can take control of your financial well-being.