“The expertise of financial advisers can significantly impact the value of client portfolios, potentially yielding a 5.9% increase compared to those without professional advice.”
This insight is based on the 2023 'Value of an Adviser' report by Russell Investments.
The influence of a financial adviser extends beyond carefully considered investment choices. Factors like thoughtful asset allocation, tax planning, and behavioural coaching contribute positively. Optimal asset allocation can generate 1.2% higher returns than a default portfolio. Implementing strategic tax-saving strategies can boost portfolio growth by 1.3% compared to not employing such strategies.
Additionally, consider the benefits of saving time and reducing stress by working with a financial adviser.
At South Yarra Financial Services, we understand that everyone’s financial journey is unique. That’s why we take a tailored approach to help you reach your financial goals. Our team of experts offer personalised services, including investment advice, superannuation planning, tax optimisation strategies, cashflow management, insurance advice, SMSF advice, estate planning, and aged care advice. These services are tailored to fit your needs at every stage of life. We believe that considering all aspects of your finances will lead to better outcomes.
We’re proud to have built long-lasting relationships with our clients, many of whom have been with us for over 15 years. If you’re looking to grow your wealth, our team is here to help. We offer a complimentary, no-obligation advice and strategy session, so you can see for yourself how we can make a difference. Contact us today to take your first step towards a brighter financial future.
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