Dream big, seek advice, be amazed | Financial Advice

Until recently, I didn’t believe my husband and I ‘needed’ financial advice.

We were either not old enough, wealthy enough or frivolous enough and as two chartered accountants, surely we could take care of it ourselves!

After I started my role at Wealth Enhancers in January, it took no time at all for my (and subsequently my husband’s) attitude towards financial advice to change.

We had gone on for a long time being careful but with no accountability to anyone, we were in a comfortable position without kicking any goals. Not to mention, with a young daughter, a mortgage and one of us in part-time work, we required a lot of advice in insurance and estate planning.

I soon realised that regardless of your age or situation, the earlier you seek advice the better.

I found that I was ultimately envious of our clients. They had security and achieved financial freedom from seeking professional advice.

I wanted to jump on the same train!

My husband and I have now had two meetings with our amazing strategic adviser.

At first, I thought our dreams were unachievable in the time frame we had suggested.

However, I am excited to say that it appears with a bit of accountability and the right structure and advice they may not be.

Ultimately you are the one making your financial choices and you are the one living with the consequences, whatever they may be.

My advice – dream big, seek advice, be amazed!

 

Article by Sarah Moore – Chartered Accountant at Wealth Enhancers

Need some help with your dreams? Our Financial Coaches LOVE helping members with their goals and working out how to attach money to them. To chat goals with one of the WE team, book in a time for a Free Strategy Session.

 


Disclaimer: Information contained within this article is of a general nature. Do not be rely upon it when making financial decisions. Please consult a professional financial advisor or planner (like us!) before acting.