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.

How do clients view their financial adviser?

Of those who do have an adviser, 90% agreed that their adviser is a critical partner in their financial success

The strategies which a financial adviser provides and then help clients to implement are the road map to achieving financial goals.

these simple six words embody the essence of our approach to advice - that it is valuable, meaningful

where will you be in 5 years time?

Book a free 10 minute call and learn insights from our work with clients over the past 37 years

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