So...what does a Financial Adviser actually do? - Wealthy Self

There are a few different types of Financial Adviser. Some are holistic and help with all aspects of your financial situation, while others may have a specialized focus, such as investment management.

Here at Wealthy Self, we take a holistic approach and our Financial Adviser also specializes in Gen Y and Millennials. By working with us, we can help you piece together all aspects of your financial situation, so you can live your life and start owning your future.


Why you would come to Wealthy Self for Financial Advice:


You need help to sort your financial shizzle, today/right now

More than ever, our generation want to do everything at once. We want our first home to be our dream home. We want to travel the world, experience life and unique cultures off-the-beaten track. We want to find our life-partner, perhaps get married and/or have kids. We want to start our “side-hustle” whilst working 9-5 and juggling our jam-packed social life – all whilst still eating out every weekend to catch up with friends at the latest brunch place. With so many competing goals, it’s invaluable to have a Wealthy Self financial adviser as a sounding board to make sense, you prioritize but most importantly – set goals and save up to achieve them so you can have your side-hustle with an extra side of avo.


You don’t have the time or it all seems “too hard”

Everyone is always so busy with life that there is often little time left to be planning your next step. It often falls off people’s radar, leaving them scrambling around until they absolutely need help where with a bit of planning, the situation could have been much better and less stressful.

As your Financial Adviser, we take the time to understand your motivations, goals and unique situation, so that you don’t have to spend the time researching and evaluating all your options in the (very little) spare time you have. With my experience and expertise, we do the legwork for you and work to get you the best possible outcome, to ensure that you have the information you need to comfortably make the best decision that works for you. Sure, you could try to do it yourself, but why do something you’re not qualified to do? When you’re sick – you see a doctor. When you’re electricity falters – you call an electrician. When you need a financial health check – you book in a free chat with Wealthy Self to get the Financial Advice you personally need.

By working with Wealthy Self, we can help take the stress away, so you can go on enjoying your life, knowing you’re in good hands.


Unemotional advice

Some financial decisions can be hard. They can be made even harder when you add in a little human emotion. People pay way too much for their dream home at auction because they fell in love with the house and they over-extend themselves. Or people try to sell when the market looks like it’s falling off a cliff because they desperately want to upgrade/travel/relocate. Or they get insurances which don’t end up covering the things they bought it for in the first place.

Why do we do these things? Because human emotion is what it says – it’s emotional and not always logical, which means we don’t always have the best outcome.

Emotional purchasing or decision making is often be irrational and tied to past behaviours, perfect world dreams or validating your own ideas of success. Before you jump into “the next big thing”, we can review your situation by looking at the numbers in a detached and unemotional way, can help bring you back into reality, so you don’t get yourself into future financial strife. Then, our Wealthy Self Financial Adviser can give you tailored and personalized advice that work with your goals so you know where you’re going, how you’re going to get there and when you can achieve it.

And when you become a Wealthy Self client, you’ll automatically get access to the Wealthy Self app where you can review, upload your latest information and keep on-top of your finances, wherever you are!

Book in for your free 30 minute financial health check now, to see how I can help you achieve your goals and get you on the path to financial freedom.


General Advice Disclaimer

This blog contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or product decision. InterPrac Financial Planning Pty Ltd and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.