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Have you ever wondered when to use a financial adviser? I am a financial adviser.. but what is it that I do? Despite what many people may think, I spend my days ADDING value to my clients by making their finances more tax-efficient, more cost-efficient, by taking away much of the hassle AND cutting through the complexity to get to the nub of what they need to do.

But I also believe that while anyone can benefit from working with an adviser, most people don't need to, at least not before they get to retirement.

Yet there are times when seeing an adviser definitely makes sense, so let's talk about what those may be...

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00:00 Intro
02:25 Reason 1 - You're coming up to retirement
05:00 Reason 2 - You have complex tax issues
05:57 Reason 3 - There are trusts involved
06:46 Reason 4 - You can't push the button
08:01 Reason 5 - You don't have the time to learn, implement or maintain your plans
09:34 Summary


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