What makes him happy or what he wanted from life?

What makes him happy or what he wanted from life?

Reading an article from another source we read this & hence this summarises what we do.

We think or at least hope to.

However for many people (not everyone), it’s not the money itself that really matters. It’s the psychological and emotional freedom it provides to enable people live life the way they choose, that makes them happy. However, the amount of money people feel they need to reach this state is vastly different. Knowing the relationship and attitude you have towards money, and the underlying reasons what they want it for is the ‘gold you need to mine’.

 This is what drives peoples need for financial advice.

what the best advisers, who are at the top of their game, do differently from the rest.

In answering this question, he shared his own experience. For decades he had many advisers, solicitors, accountants, bankers etc. on his team giving him personal, financial and business advice. 

Regardless of their speciality, he commented that in all his years working with these professionals, never did anyone ask him what makes him happy or what he wanted from life.  They did a splendid job of advising and guiding him, however they never took the conversations any deeper or explored the real reasons why he wanted greater wealth or financial security.

He was smart enough to work out that money is merely an enabler to provide him the freedom to choose to live the way he wanted, and to do the things that mattered to him. It was never about the money itself. It is a conversation around this that should have been driving the relationship with his advisers, and it should have continued through to the very end.

That’s what he said the best advisers do differently. They get that advice is not about the money. It’s about what the money can do for their clients’ lives, their sanity and their overall happiness. The money is just the means to the end.

the best in their field are those that dig deep, get personal and find out the real reasons why clients want advice. No one really wants a mortgage, insurance or investments. 

What they want is what these things allow them to do.

Our question to you today is this

If we are to sit down in three years time & you looked back over those three years  what do we need to do today so that you have personally & financially happier with your progress?

As others do call us on 07 3848 1088 or email us or visit our website

John McAuliffe