Clients want a real financial advisor, not a salesman!

With the market becoming more complex than ever, clients expect more from their advisers to not only guide them through this complexity of investment and risk products but to help protect and grow their financial wealth through quality and professional advice.

Never before have financial planners been in a position to make a real and lasting difference for their existing and prospective clients.

What do financial planning clients really want? Clients want a real financial advisor, not a salesman!

From my years of experience the one of the easiest ways to understand who you are dealing with is, is through education! With the basic knowledge one will quickly understand if you are being advised or being sold to.

The role of the Financial planner as I see it, is to facilitate the financial planning process. The Planner becomes the architect of the plan whilst you dictate the experience and outcomes.

During the course of the next few weeks we'll be sending out Educational Communiqués using professionally prepared videos from Allan Gray. The information is 'independent' - that is, it covers risk reduction and investment knowledge and doesn't sell any specific brand of financial product.

Regard your advisor as the architect of your financial journey through life. The more you understand about the process of safe construction, the greater your contribution towards your plan of security and the greater your ownership of the plan.

Watch our first video which covers the basic investment principles including risk, return and time related objectives.

We invite you to Like our Silke Financial Services Facebook Page which too is a continued source of information on risk reduction and wealth creation. The Page serves as a platform for discussion and shared knowledge with our clients.