Value, Value, Value

People these days are questioning the value their adviser provides. Whilst there are financial advisers achieving great outcomes for their clients, many advisers still have misaligned value propositions that do not reflect the needs of the people they serve.

My passion and skill set is around helping people with their retirement planning.

Through Endorphin Retirement, I aim to assist my clients reach financial independence and to live a fulfilling lifestyle. This approach has a real focus on the financial and important non-financial aspects of retirement, and helps my clients live their retirement with purpose.

When I think of the true value I provide it goes far beyond the investment management piece most advisers offer. My value to clients includes:

• Conviction in my investment philosophy.
• Confidence in the advice I provide.
• Focusing on my clients.
• Honesty / telling the truth.
• Communicating my beliefs.
• Keeping my clients engaged.
• Empowering my clients.
• Keeping my message consistent and simple.
• Managing my clients emotions.
• Advising, not facilitating.
• Keeping my clients disciplined.

Retirement planning is a specialised area and I understand people now want to deal with experts. I only work with those clients nearing or who have already retired. I get them, I understand them and their struggles, I understand the issues they face with the retirement transition, I can emphasizes with them, and I get their needs & goals.

If you are aged 45+ or have already retired and feel you could benefit from some / all of the items listed above I would be grateful and open to a discussion with you.