Calm, confident and in control: why it pays to seek financial advice
What are some of the things you do when you can feel the stress levels rising? Go for a jog? Roll out the yoga mat? Book a holiday?
While everyone has their own ways to find that “happy place”, one strategy that could benefit many people is talking to a financial adviser.
That’s based on a 2013 survey by the Australian Psychological Society, which found that financial issues were the leading cause of stress for Australians – affecting 52% of people surveyed*.
How can financial advice help?
Money-related stress often comes from being uncertain about your financial future.
The first thing a financial adviser does is establish what your goals are, so you can both be clear on what you’re working towards.
Your adviser can then build a plan to help you achieve those goals – taking into account all aspects of your financial affairs, including your savings, investments and superannuation.
With that plan in place, you have a set strategy to follow. You also have someone who understands your situation, and who you can call when you have any concerns or questions – so you don’t have to worry about doing it all yourself.
Why talk to ipac?
ipac financial advisers are highly qualified – with the depth of knowledge you would expect from someone who can help you build, protect and transfer wealth.
We believe the best financial advice involves understanding what’s important to you and ensuring your finances support this. That’s why we take the time to get to know you and your goals before we offer you our personal advice.
We also strongly believe in the importance of ongoing communication. So when you choose to work with an ipac financial adviser, you know you’re forming a relationship that will help you achieve your goals for many years to come.
If you’d like to discuss your personal circumstances with an ipac financial adviser, give us a call.
*‘Stress and wellbeing in Australia survey 2013’ – Australian Psychological Society 2013.