Our qualified financial advisors in Johannesburg address the topic of free financial advice offered by banks and why you need a qualified financial advisor.
Although banks often have a qualified financial advisor on their premises, their advisory services are vastly different to that of the bank teller.
When we visit a bank, whether it’s to print a statement, change our details or open an account, we deal directly with a professional consultant.
Unless, of course, we have made an appointment to see the financial advisor who is usually occupying a private office space in the back area of the bank.
In many cases, bank tellers are considered customer service representatives and are there to help us with our daily banking transactions.
Although these representatives have in depth training or education on financial matters, it’s a far cry from being a qualified financial advisor.
This is not to say that you should be sceptical of the advice these professionals offer you, but it’s important to remember that the extent of their knowledge is mostly limited to the products sold by the bank itself.
Indeed, they will be able to offer you extensive information regarding accounts and other basic investment plans, but this is not the same as receiving life-long comprehensive financial advice.
Ask yourself, if your tooth needs extracting, do you do it yourself? Surely the answer is no? You would most likely see a qualified dentist.
Let’s face it, the DIY approach only works for some things. The more serious things, however, should be done by someone who is educated and trained.
The same applies to your personal world of finances. Having a financial advisor by your side offers you ultimate peace of mind.
You can rest peacefully at night knowing that your money is where it should be, rather than laying awake wondering if you’ve made the right investment or not.
The benefits of sound financial advice are far-reaching and should not be underestimated. Here are 5 reasons why you need a financial advisor:
Our financial advisors in Johannesburg are skilled, qualified and willing to guide you safely along your financial path.
By providing comprehensive financial advising services, we aim to help you reach your financial goals and dreams.
To speak to one of our professional advisors, contact us.
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