HOW WE WORK

The Value of Advice

True wealth is about more than just how much money you have. It is about the choices and lifestyle your money enables you to enjoy, and it is unique to each individual. To maintain and grow true wealth, you need the right guidance and plan – one that is tailored to you.

Financial advice is multi-faceted. Put simply, it is a curated plan put together by a qualified and regulated financial planner. It is an in-depth analysis of your personal financial circumstances and needs, and considers your future goals and objectives, as well as your attitude to risk and capacity for loss.

Financial advice will help you to choose the most appropriate options for you, depending on your unique circumstances. Your financial plan will be reviewed and amended over time, as your relationship with your adviser develops and your circumstances change.

The benefits of a financial advisor

Reaching the goals you have for tomorrow begins with a relationship today. It all starts with connection. Something personal and rea

A financial advisor can help you cut through the clutter by: Identifying quality, diversified investment products. Building a customized financial strategy that works for your goals and comfort with risk/li> Providing the knowledge and guidance you need to feel confident, informed and in control of your future/li>

Life is about living, and achieving your financial goals lets you do that on your terms. A dedicated financial partner can help bring you closer to the future you see for yourself. And since our finances touch nearly every aspect of our lives, a financial advisor can have a positive impact not only on your own financial well-being, but also on your loved ones, future generations and even your community.

How? Edward Jones financial advisors use a personal, straightforward and long-term approach to investing, focusing first on understanding your unique goals and then on developing diversified investment strategies designed to help you reach your goals.

True wealth is about more than just how much money you have. It is about the choices and lifestyle your money enables you to enjoy, and it is unique to each individual. To maintain and grow true wealth, you need the right guidance and plan – one that is tailored to you.

Financial advice is multi-faceted. Put simply, it is a curated plan put together by a qualified and regulated financial planner. It is an in-depth analysis of your personal financial circumstances and needs, and considers your future goals and objectives, as well as your attitude to risk and capacity for loss.

Financial advice will help you to choose the most appropriate options for you, depending on your unique circumstances. Your financial plan will be reviewed and amended over time, as your relationship with your adviser develops and your circumstances change.

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

Your Content Goes Here

What to expect

Working with a financial planner is centred around developing a financial plan that is tailored to you and your needs – one that will empower you to make the right choices along your wealth journey. As changes take place in your life and the world around you, we will guide you and evolve your strategy to suit your priorities – helping you grow, leverage, transfer and protect your wealth.

____________________________

ACTIVITIES

What to expect

Working with a financial planner is centred around developing a financial plan that is tailored to you and your needs – one that will empower you to make the right choices along your wealth journey. As changes take place in your life and the world around you, we will guide you and evolve your strategy to suit your priorities – helping you grow, leverage, transfer and protect your wealth.

Planning is the foundation of success. Investment without a plan is like going on a journey without a map. Financial planning can be viewed as your personal road map to help achieve your lifestyle goals and objectives.

Financial Planning is the process of aligning your needs, your values and your personal goals with every aspect of your finances to get a complete picture of where you are now, and where you can get to in the future.

It provides direction and meaning to your financial decisions, and allows you to understand how each decision affects other areas of your finances. It is as much about having matters clear in your mind, as it is about having things clear on paper. Effective financial planning brings all of these elements together in one coherent, ongoing strategy.

Understanding why financial planning is important is first step towards a secure, financial future. Regardless of your income, planning your personal finances alongside a financial planner will help you save for the future, protect against the unforeseen and work towards achieving your goals, whilst securing your legacy.