Quick Tip #28 – The Value of an Advisor


Investors with financial security advisors have nearly four times the invested assets of those who don’t receive financial advice, so it’s not surprising that investors with advisors are much more confident about financing their retirements (74 per cent compared to only 52 per cent). [IFIC, Value of advice: Report, 2010 & 2011]

Quick Tip #20 – The Value of an Advisor


There are a number of reasons why working with a financial security advisor can help you achieve your investment goals. A financial security advisor can take a holistic approach to your planning to ensure you have the right mix of strategically selected assets in your portfolio. The sooner you start, the more time you’ll have to beat inflation to help you achieve your short- and long-term goals. With the help of a financial security advisor and by investing in professionally managed funds, you can benefit from:

  • The expertise of professional investment managers with professionally managed funds
  • Broad diversification that’s not always possible when you invest on your own
  • Ongoing reporting, through regular statements, of your investments to help you track their performance and complete necessary tax reporting.