Problems. We all have them!
But for a financial planner, understanding the problems that our clients face on a day to day basis are invaluable. After all, we are the experts charged with the responsibility of solving our clients problems.
It makes sense to understand what these actually are.
We recently surveyed our client base and asked, “What is the biggest problems you are struggling with in relation to your finances?”
Below is a summary of the responses. Interestingly the vast majority of problems were focused around saving & budgeting.
I think you will find it insightful.
SUMMARY OF PROBLEMS:
Saving / Budgeting:
Knowledge / Time:
This is tremendously insightful as it allows to tailor our content to ensure we keep solving your biggest problems.
If we can help with one of these problems listed above, don’t hesitate to get in touch.
“This document or website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision. Charter Financial Planning Limited and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.”