Peace of mind, control, achievement, satisfaction, support, guidance…

Wealth advice is about giving you support and guidance on the best way to manage your finances to help achieve your goals and dreams. This can include advice on investing, managing debt, retirement planning or protecting your family in case something happens to you.

Value of Advice

The right advice from the right people can help you achieve your goals, whatever they may be.

Achieving your financial goals is of course, the central aim of the wealth advice process. However, research undertaken by Routeget has found that clients often mention ‘a feeling of control’, ‘a sense of relief’ and ‘confidence in achieving my goals’ as additional benefits of good advice.

The importance of these benefits, while less tangible, shouldn’t be underestimated.

In fact, research by the Investment and Financial Services Association (IFSA) found that clients with a current financial adviser are:

  • Twice as confident they will achieve their financial goals – More than twice as likely to feel they have control over their finances – Almost twice as likely to believe they will realise their retirement dreams

(Source: TNS Research commissioned by IFSA, ‘From Passive to Active: Growing confidence in investment’ December 2006)

As a part of the Routeget network, your adviser has access to the strength and resources of Routeget’ high quality investment and economic research, risk insurance and financial strategists, along with leading edge software to help you establish and manage your investment portfolio. The end result is a powerful team working to build and enhance your wealth.