What is the Value of a Financial Planner?

By Forrest Private Wealth

A recent study by Russell Investments found that you will make an additional 5.2% per annum by receiving advice, over not having a financial planner. This was separated out into quantifying the benefits of Asset Allocation, Behavioural Coaching, Cash Optimisation, Expertise and Tax-effective Planning.

Russell Investments are an 85 year old Global Investment house that manage hundreds of billions of dollars. They have set out to quantify the value of a financial planner and concluded that the value that is able to be quantified is 5.2% per annum. This, added to the underlying return of investments compounding over the journey of your relationship with your financial planner provides a huge benefit to you in retirement and what you have left to pass on to your children and grandchildren.

“Price is what you pay, value is what you get”
Warren Buffet

The full report from Russell Investments can be viewed here.


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