Taking the Selling Out of Financial Advice
One of the top sources of stress is money. Whether it’s managing it day to day or planning into the future, there’s a lot to worry about. A financial planner’s role is to reduce that stress and give you the support you need to manage your finances with confidence. However, a lot of financial advice comes with a bit of baggage, and that’s because it’s usually provided alongside a sales pitch.
With Inclusive Financial Planning we’ve removed that baggage, we’re a fee-only financial planning firm. So we work directly for our clients. We don’t have any sales goals, and we’re not worried about a commission cheque, because we charge for our time. So our clients also know they’re paying for exactly what they need, and no more.
There’s a simplicity to the way we do things, the time we spend together is focused entirely on your concerns and needs. We’re also not motivated by the size of your portfolio, or how big of a house you have. Each of our clients has access to the same high quality of advice. So, no matter your financial situation. We’re here to provide expert financial advice, for all of us.