Values based approach to financial advice

This month I was interviewed by Anneli Knight who writes for the Sydney Morning Herald and The Age about Values Based Financial Planning.

My belief is that this approach to financial planning is the only way it should be done to ensure integrity and that a financial adviser is in business for their client not for a product provider.

The Money Mechanics fixed fee for advice service agreement means that the fee model used is transparent and clients know what they are receiving from the working relationship and engagement.

Check out Anneli’s blog here:

On the Money Blog for Sydney Morning Herald