John McAuliffe Blog

The True Value of Advice research study in conjunction with CoreData

Partnering with our advisers we received an impressive 11,615 responses from their clients, including more than 12,000 verbatim comments, clearly indicating the high regard, engagement and loyalty advised clients have with their advisers.

key benefits clients experience from receiving advice.
It helps clients to identify, prioritise and achieve financial and personal goals, and provides increased overall personal wellbeing.

when clients receive financial advice it helps to alleviate stress, hassle and provides them with a greater peace of mind when it comes to achieving their financial goals.

Financial advice provides much broader benefits than financial ones including improved mental health, better family life, better social life and improved physical health compared to those that have not received financial advice.
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What they dont tell you!!

What they dont tell you!!

We are currently in the actioning of a financial plan which means to act in his best interest we need to know exactly what the client has today.

He does have a very good Income protection & life cover placed by another adviser.

All very good & it retains cover when cashflow is sad during the not uncommon months of unemployment.

However it is drawn 90% from his equity in his super which means a lot less in retirement capital.
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How long do you want to be under some form of care???

How long do you want to be under some form of care???

Not one extra day IMHO

Not well is very expensive.

eg As i was talking with a manager this week im very aware that in his early 60s he has had to renovate his bathroom to have it level so he can push is stroller around.

He has told me that it cost 30k.

Life style is expensive & self discipline & prevention is so much smarter.

eg the sparkie we meet only this year aged 36 who has had a TPD payout of 400K for chronic fatigue.

That won't earn much or go far & when he was FIFO earning plenty then his lost future earnings is millions.

Let me know if you want to move forward & get serious.

John

John Michael McAuliffe AFA, DipFp., BSc., DipTeach.

John is a Premier Wealth Coach & Financial Strategist. John McAuliffe Authorised Representative No.238629 of The Financial Link Group Pty Ltd

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