Do You Need A Financial Adviser?


A common assumption is that you need to be super wealthy to need or use a financial adviser. This could not be further from the truth. This is similar to saying that you need to be fit to have a personal trainer or healthy and well to see a doctor.

Financial Advisers can help people from all walks of life. A good Financial Advisor will work with you to help you achieve your goals and this does not always mean making the most money.

Money is simply the tool we use to achieve our goals and a good Financial Adviser will help you identify what is important to you and outline a path to help you get there.

Some of the reasons to see a Financial Adviser include:

  • Reducing your debt and home mortgage as quickly and effectively as possible
  • Optimising your cash flow to build up your savings
  • Ensuring a comfortable retirement
  • Helping you achieve a better work life balance
  • Protecting you and your family if something were to go wrong unexpectedly
  • Helping you to invest your money in a way that is right for you
  • Outlining a path to buying an investment property or your first home
  • And many more

Another common assumption is that it will cost too much to work with a Financial Adviser.

Like any great service, Financial Advisers do charge based on their time and complexity of your situation. However, it is also quite likely that a good Financial Adviser will save you more money than it costs.

Good financial advice can also provide you with returns that you cannot put a price on such as more time with loved ones, less financial stress and greater work life balance to name a few.

Financial advice should be viewed as a long-term investment in your financial wellbeing.

If you have thought about getting Financial Advice in the past but are a little unsure if it’s suitable for you, we at Plus 1 Group offer a no obligation first meeting that comes at our cost. In this meeting, we get to know you and what’s really important to you.

Book a time to chat and see if having an adviser is the right step for you.

Matt – Financial Advisor

03 5833 3000


Rod – Financial Advisor

03 5833 3000

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays


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27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
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