The value of financial advice is one of the most researched areas in financial services, and each time the findings are clear.

Financial advice makes a big difference to the financial and emotional wellbeing of advised clients.

“90% of advised clients say that accessing financial advice has left them in a better position financially.” [1]

“89% of advised clients say it also provides them with improved mental health, less worry and stress. And better relationships with family and friends.” [2]

“A good advisor can add to (or save you from losing) 3% of your wealth per annum after fees and taxes.” [3]

To find out more, click to read Why your clients want financial planning advice.

So if your clients are concerned about whether they have enough money in retirement, or if they will be OK, refer them to us.

We’ll make sure they are.

To find out more call us on 02 4962 5525 or fill in form below.

Foot notes
[1] The True Value of Advice Research Paper IOOF August 2020.
This was one of the largest research projects of its kind undertaken in Australia. Core Data surveyed 12,643 advised clients and non-advised individuals.
[2] The True Value of Advice Research Paper IOOF August 2020.
[3] Research for Vanguard / Envest by PMC Quantitative Research Group.

Become a Referral Partner

Find out how Politis Investment Strategies can help your clients achieve their goals. To make sure they have enough money and will be OK in their later years.

Call now on 02 4962 5525 to speak to our Business Development Manager.

Or fill in the form and they will be in touch shortly.