As we have already discussed, Financial Planning is a cyclical process and so we need to ensure that we keep your plan under review, partly to test and adjust assumptions made, as economic and personal factors will change. Financial plans evolve and develop over time through an ongoing relationship between us both, and in order to help ensure the plan is robust, it must be frequently reviewed and monitored.
In addition to your dedicated Financial Adviser, as a GWM Client you have access to a team of skilled and dedicated people with a high level of knowledge and experience.
You Can't Put a Price on Knowledge and Experience
Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning.
To us financial planning is more than paycheques, bank balances and reports, that’s why we will be with you every step of the way. On hand to help you navigate life’s obstacles and those unexpected forks in the road.
At GWM we always take a long-term view and as your investment partner it’s our job to coach you through things like market volatility and political uncertainty.
By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong investment strategy.
Successful investing isn’t a skill, it’s a behaviour.
Investor behaviour is the biggest factor that determines long term investment returns. This is because it’s your emotion and overconfidence, that can affect your investment decision-making. When markets fall, a common reaction is to sell. Panic selling is one of the biggest risks when investing. However, an unwillingness to accept when to cut your losses, can be equally harmful.
Your GWM adviser has experience of navigating the ups and downs, and considerations of retirement planning.