Reaching your financial goals vs. beating the index

Something we speak to our clients about often is that reaching your financial goals isn’t always about beating the index, it’s about creating a strategy that works for you and sticking to it.

We’re not here to be stockbrokers – to pick out the best investment this week that will perform better than last week’s – we help you understand where your finances are at, in order to get you to your goals in a sustainable way.

Working with a financial adviser isn’t always about accumulating the highest possible amount of wealth. For us, it’s about ensuring our clients have enough wealth to meet the needs they have (now, and in the future) so that they can do the things they want to in life – like retiring early or having the flexibility to take time off to look after a sick family member for example.

We don’t like to focus on chasing the latest investments – that’s not what financial planning looks like in this day and age. It’s about working with a planner you trust to assess what’s most important to you, and craft the right investment strategy to get you there.

If you’re feeling the pressure when it comes to investing, please reach out to find out how we can help you narrow down what you need, so you can remove the stress of beating the index. Head to www.financialedgegroup.com.au today to get in touch.