How does working with a virtual financial advisor save you time with Financial Planning?
Being virtual means you do not have to drive to our office. You can meet with us on your lunch break at work, from your couch at home or on even while you are on vacation. As long as you have a device and the internet, we can meet.
It gives you the ability to work with an advisor from wherever you or they are located
Save Money
How does working with a virtual financial advisor save you money?
You don’t have to take time off work or hire a babysitter to meet with us since we do not hold strict 9-5 office hours. Meet us when it is convenient for you, from wherever you are, and save on time, petrol and parking costs.
No need to spend the time to travel to an advisor’s office for a Financial Planning meeting. This can add an hour or more to the time you need to allot for a meeting with your advisor. If traveling to the advisor’s office entails dealing with a lot of traffic, this takes more time from your day and adds a degree of stress.
Better for the Environment
How does being a virtual financial planner impact the environment?
Since we don’t drive to an office every day, and our clients are not required to drive to see us, there are less cars on the road and less carbon dioxide being emitted. In addition, we don’t print lengthy Financial Planning plans for our clients. Whenever possible, we minimize our consumption of paper, ink, and other supplies.
You Can Live Anywhere
Does it matter where you live when you work with a virtual financial planner?
Many of our clients live interstate and work and travel overseas. We have been able to “move” with these clients and remain a constant in their lives.
Technology provides investors and those seeking professional financial advice with new options. For those clients who wish to work remotely with a human advisor, technology has created the ability for financial advisors to work virtually with their clients, opening up new opportunities for both advisors and their clients.
Virtual Financial Planning has been gaining steadily in popularity since the start of Covid. You can still attend a meeting if you are isolating because it’s all remote from home. Many clients like the fact that they don’t have to travel to an office to meet with their advisor, that they can communicate with them over a variety of mediums and that it is not an issue to continue working with their advisor should they relocate to another part of the country.
With the world in the midst of the coronavirus pandemic and most of us working from home, the prospect of working virtually with a financial advisor has become even more relevant.
I have worked in the financial services industry since 1982 and as a Financial Adviser since 1999.
I have worked for large Financial Planning businesses, Membership based organisations and looked after the financial planning needs of clients within an Accounting Practice before starting my own business.
I am married, have 4 older children and a grandson and I am keen golfer with mixed results like many .
I have been through many of the strategies I talk with clients about myself and with my family.
I have been through the journey of seeing my parents move into Aged care and negotiated the difficulties and pitfalls of understanding the system for them and this gives me an excellent insight into what is required to assist families at this difficult time.
In a previous roll I used to run retirement seminars looking at Centrelink and Retirement Incomes and how to make these work for you. I have helped many of my clients with Aged Care advice when their parents needed to move into Nursing Homes. For many clients I assist them with superannuation, building wealth and protecting their loved ones with insurance.
I am supported by his, Licensee, Interprac Financial Planning’s in-house resources and ongoing technical, systems and training.
I am committed to understanding your needs and identifying strategies and products to help you achieve your goals.
My guiding principle as an Adviser is to design plans which help to provide my clients with clarity of purpose and the opportunity to build a solid financial foundation. I will take the time to listen, explain things clearly and keep you informed throughout the advice process.
My experience is complemented by professional qualifications including:
Certified Financial PlannerTM Professional
Diploma of Financial Planning
At Choice Financial Advice we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime, planning to enjoy your years after work or assisting elderly parents with Aged Care and Nursing Home placements, we can help.
