New white paper released: What price valuable advice?

How to recognise valuable, affordable financial advice
SYDNEY, NSW: While many believe that Big Data and convenient technology will make financial
advice easier, at Certainty Advice Group they’re not so sure.
What truly valuable advice is (and how clients can identify it) is the topic of this nationwide advice
firm’s latest white paper, released May 2017.
“While accessible, easy apps for your quick ride, your pizza delivery, and your online shopping
work great – should we be offering a quick fix for something so personal as advice?” asks Certainty
Advice Group MD Jim Stackpool.
“As advisers who work closely with couples, families, and businesses through their major life
decisions, we believe that truly valuable financial advice can never be just another product,” he
says.
In the May 2017 white paper What Price Valuable Advice? Certainty Advice Group addresses
what is missing in the financial advice conversation.
What Price Valuable Advice? searches the ever-changing landscape of tougher legislation, quick
fixes and ‘robo-advice’, and instability for answers.
Exploring well beyond client concerns around investments, Certainty Advice Group has travelled
all over Australia in search of the very root cause of why people seek out financial advice. “If you
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just talk about the insurance and Super and nothing else, it’s very short-sighted,” says Paul Gilbey
of Hywood Partners in Perth “Taking a big-picture view means that you get client buy-in to the
whole process.”
Taking a long-term approach is about the hard work of providing advice.
Rather than plugging clients into a program or a product, Certainty Advice Group considers that
while this work is often challenging, it’s ultimately rewarding for the client.
“We help them create a much more disciplined approach and challenge their beliefs about money.
When they’re actively participating in the advice, our clients feel like they’re doing more
themselves to achieve their outcomes,” says Scott Farmer of Bravium in Canberra.
From asking the deeper questions of our clients, to keeping advice unconflicted by product fees, to
generating trust over time, What Price Valuable Advice? is an important and timely touchstone for
all advisers and for Australians seeking more meaningful insights into their dreams, goals, and
desires.
Certainty Advice Group’s new white paper What Price Valuable Advice? is available for
download on the website now.

SOURCE: Certainty Advice Group