We meet many successful people. Many of them tell us very interesting life stories. And we discover some very surprising things.

Often we are told, “I am a CEO. I am a Director. I am a COO. I am successful in my profession. I control resources for my company so well. I am paid well. I have a high disposable income. I have invested in property. I have stocks. I have mutual funds. I own land. I have a couple of insurance policies. Still, I’m not sure I’m making the right investments. Still, I wonder if I can do more with my money, while taking fewer risks and having to deal with as little uncertainty as possible.”

The thing we have learnt from these conversations is that when it comes to investing, everyone is uncertain. Yes, everyone. Everyone is insecure. Everyone is taking a bit of a gamble. Everyone wishes they could have better control of their finances. Everyone wants someone who can help them make better financial decisions.

All of which makes you wonder, does success in a career automatically ensure financial stability?

Objectivity is priceless
Objectivity is an inseparable part of the right decision-making process. Unfortunately, no matter how financially savvy you may be, it’s virtually impossible to be objective about your own money. No matter how rational you are, you’re too emotionally connected to your own finances. That’s why, no matter how much money you have, if you don’t have someone trustworthy to help you evaluate the preferred course when it comes to money matters, it may not be the best thing to do. How to get it right?

Attitude is vital
You must try and cultivate the right attitude towards the money you earn. Just because you earn well, doesn’t mean you should invest all over the place in things you don’t need or really want, and without giving it very careful consideration.

By that we mean, how you approach the challenge of investing your own money is worth investigating. Do you really know how much you need today or years from now? What might be the optimum asset basket? What are your goals? What should you invest in at which point in your life cycle? What other questions should I be asking? Do I need a financial advisor to answer all these and other questions?

A positive attitude that sees value in the need for an objective and trustworthy financial advisor in your life to guide you prudently at every turn of the financial road ahead is one that is most likely to help you make the most of your hard-earned money, ensure you take better financial decisions, and gain better control of your financial life.

And that, in a nutshell, is how you control your financial life better, with unbiased tactical and strategic inputs from a dependable financial advisor.

Happy financial times!

Leave a Reply

Your email address will not be published. Required fields are marked *