How does a financial adviser really add value?

In this article Claire Mackay , Brett Taggart and David Haintz discuss the value an advisor adds to their client’s situation. The article was published by Standard and Poors’ New York office.

According to Robin Powell, a British journalist:

“I can highly recommend this article for FA Talks, produced by S&P Dow Jones Indices. In it, three of Australia’s foremost thoughts leaders in this field, give their views on exactly what it is that clients are paying for, and how the advice profession is evolving.”

You can read the article in PDF format below or download it [here].

Claire Mackay

About Claire Mackay

I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here

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