1. Investments

• Asset Allocation Advice
• Tax Efficient savings strategy.
• Investment Policy Statement.
• Bodyguard between you and product salespeople. (Misselling)
• Consolidations of Investments.

2. Financial Planning

• Annual Planning Meeting / Periodic Reviews.
• Formalize Your Goals.
• Accountability Partner.
• Second opinion service.
• Ad Hoc meetings for important decisions.
• Outsourced financial Administration.
• Prioritise Financial opportunities.
• Unlimited Access to money questions.

3. Tax Planning

• Proactive not reactive tax planning.
• Educating on legislation Charges.
• Guidance during tax session.
• Tax efficient Estate plan.

4. Behavioural

• Helping you to avoid regrets.
• A ' Don’t do that' service.
• A voice of reason during. emotional decisions.
• Support during volatile markets.

5.Others

• Someone who cares as much about your financial future as you.
• Independent Sounding Board.
• A coordinator between all your professionals’ advisors.
• Identifier of life transitions.
• Referrals to other professionals.
• Scam Avoidance.
• Thinking Partner.
• Support for a surrining partner (In your absence).
• Financial Project Manager.
• Lessons from other clients.
• Someone to tell you what you need to hear. . . . . . A blog on Importance of Financial Advice

Blog by Mr. Santosh G Akerkar for Investor awareness and Educational Purpose.