Redefining Wealth “How Life-Centric Financial Advice is Changing the Game"
After over 40 years in the UK's financial advisory field, I've come to a critical realisation: many financial advisers and wealth managers prioritise your money over your life's vision.
This observation has shaped my approach...
Moving away from a transactional mindset towards a more holistic, life-centric financial planning.
In the conventional world of wealth management, the focus is often narrowed to maximising investment returns, overlooking the unique dreams, aspirations, and life circumstances of individuals. This leads to a standardised, one-size-fits-all strategy that might not align with your personal goals.
A truly effective financial adviser delves deeper, asking questions beyond the usual risk assessments. It's about understanding your life – do you dream of retiring early, supporting family ambitions, or perhaps transitioning into a lifestyle business? This approach shifts the focus from a mere 'Return on Investment' to a more meaningful 'Return on Life.'
Time, not money, is our most precious resource.
The goal of modern financial advice should be to align your financial decisions with how you want to spend your time, transforming money from a goal into a tool for achieving your life's aspirations.
As an advocate for direct investment, I encourage clients to explore managing their finances without the intermediary of an adviser or wealth manager.
This simpler approach puts more money in your pocket.
If you're interested in learning more about this method and how it can benefit you, drop me a message here
Max
Max Horne
The Lifestyle Funding Expert
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About Max Horne:
A Chartered Wealth Manager and Certified Financial Planner, I've dedicated over four decades to independent financial planning for individuals and businesses. Author of "The Money Instruction Book" and a proponent of financial literacy, since selling my business, my mission is to unveil the truths about money and challenge excessive fee-charging practices in the investment industry.
#FinancialWellness
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Thrilled to see your passion in pursuing lifelong learning! 🌟 Remember what Socrates once said - The only true wisdom is in knowing you know nothing. Never stop exploring and growing! 💫✨
Founder, Academy of Life Planning & Planning My Life | Advocating Values-Driven Financial Planning | Mentor to Non-Intermediating Planners | Author & Innovator
10moCongratulations, Max, on a truly enlightening article! 💡 Your article brilliantly underscores the need to shift from a purely transactional mindset to a holistic approach that genuinely serves individuals' aspirations. Sharing insights on direct investment as a means to a more straightforward and fulfilling financial management strategy is particularly inspiring. Your piece is a beacon for anyone looking to navigate their financial journey with purpose and intention. Well done! 🌟
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10moWhen we focus on life goals rather than financial ROI, that changes everything.