Value of financial planning measured as a return on life:

Return On Life

Most people see the value of financial planning as a one way street, driving up the investment lane. Return on investment (ROI) is defined as the benefit to the investor resulting from an investment of some resource. ROI has traditionally been the formula used to evaluate the effect of financial planning, but from a holistic financial planning […]

The value of Financial Planning, by the numbers

The Value of Financial Planning

We have compiled some interesting research done over the last 5 years to substantiate the value of Financial Planning: KPMG EconTech – Proposition of Financial Advisory Networks – Update and Extension prepared for the Financial Services Council (Australian based): Advised individuals save $1,725 more per annum than non-advised individuals (with the cost of the setting […]

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