Not everything that counts can be counted

Posted by:

friendshipsSome of you may have seen my recent post about the great feeling I got writing out Christmas cards for my clients last week. I am truly grateful to them for their support, but also for letting me into their lives.

Let’s face it, when people think about the role of a financial adviser, they assume it’s a job for people who are good with numbers and money. And yes, that’s part of it. But the most important aspect of the role is working with people and being a support for them during the highs and the lows.

Recently a client of mine went through a divorce. She was feeling really overwhelmed with everything: she was now a single mum, she had to find a new place to live, she was going back to work, etc. And she was naturally worried about the impact of the split on her financial future.

When we met to talk about her new situation, she was understandably quite emotional. But it was nice to be able to reassure her that everything was going to be okay. Together we put a plan in place that is focused on getting her back on her feet. We’ve parked some things, like extra contributions into her super, until her work and living arrangements are stabilised. It’s going to be hard for her emotionally over the next little while, but I made sure my client knew she could always call me for anything, no matter how trivial it might seem.

This is just one example of how being a financial adviser gives me the opportunity to develop really lovely personal relationships. Because of the nature of my work, I’m helping people to plan for their future, so we’re always talking about their dreams and goals. It’s really satisfying when they give me a call to let me know they’ve achieved them (like the client who recently texted me to say she’d had her baby). But it’s just as nice to have clients who call just to say g’day.

Thanks to all my clients for another fantastic year at Monarch Advisory Group!



About the Author:

Tatiana has over 15 years experience within Financial Services with the last 7 years focussed on Life Risk. Tatiana has held Senior roles with a number of organisations such as Macquarie, AMP and OnePath prior to starting Monarch Advisory Group. Tatiana holds an Advanced Diploma of Financial Services and is completing the CFP (Certified Financial Planner) through the FPA (Financial Planning Association). Tatiana is also a member of the FPA, which is the highest professional body for the Financial Planning industry. Tatiana is very approachable and passionate about ensuring her friends, family and clients are properly protected in the unfortunate event that something goes wrong.

You must be logged in to post a comment.