There is a saying that planning to fail is better than failing to plan. This could not be truer when it comes to estate planning and making sure you have all the needed documents and information...
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The value of advice is not easily quantifiable as it covers a wide variety of aspects, but research has shown that there is a measurable and quantitative value to financial advice. The well-known Russel Investments’ “Value of an Advisor” study report found that the value of professional financial advice can add approximately 4.91% to a client’s investment returns.
At Finfocus, clients benefit from a range of valuable services, including enhanced savings discipline, tax-efficient structuring, optimised asset allocation, behavioural coaching, and comprehensive goal-oriented planning. These aspects contribute to the overall value provided to clients. Although these aspects are not easily quantifiable in monetary terms, they are invaluable to clients and priceless.
