The true value of
financial planning
When you work with One Life Wealth, you’ll benefit from our technical advice as well as our planning expertise.
Make no mistake, the right advice can make a measurable difference to your financial position. In many cases, we can actually calculate the potential benefit of accepting our recommendations.
But if financial advice is about making sure you’re doing the right things to be money-efficient, financial planning is about making sure you have full clarity on what you’re aiming for and what actions you should actually be taking.
Both roles need to be continually repeated year after year.
Watch the video for more on being your own financial planner and to better understand the difference between financial advice and financial planning.
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