Financial control is something that many of us struggle with. While paying bills and budgeting is an essential part of adult life sometimes it can be difficult to keep across income versus expenses, and even more challenging to put money into savings or towards goals.
There are many simple tips and self-help guides available, however utilising the services of a financial adviser can help you be more successful in reaching your financial goals.
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A financial adviser isn’t there to make you a millionaire overnight. A great adviser should be a good communicator so they can answer your questions, address any concerns and understand your goals. Not only should they develop a customised financial plan, but they should also provide motivation, guidance and education, giving you peace of mind.
We are a small, client-focused team where we work with real people, not just numbers. You will always know who you are talking to.Vicki O’Connor, Owner & Financial Adviser
This is why more people are looking for local planners for advice as they are easily contactable, understand the region’s financial environment, and are in touch with their local communities.
One of the newest businesses on the scene is Hell Yes! Financial Advice. While the team only opened their doors in May 2017, they have over 40 years experience in the finance industry, and know what it takes to help people achieve their goals.
Owner and adviser, Vicki O’Connor, said the big difference is the personalised service they provide. “We focus on making sure that the advice is appropriate for you and you are given options to choose from to achieve your financial goals. We believe that people should be able to choose the strategies and investment approach that suits them, rather than a one-size fits all,” she said.
Mrs O’Connor pointed out that Dubbo is lucky given it’s size and location. “We are lucky here as we are able to draw on strategies and research provided by a nationally backed licence. This means our clients have the best of both worlds – a team that focuses on them locally, with national resources. Our aim is to help them achieve their life vision by working with them to make better financial decisions”.