Company Interview / The importance of setting financial goals | the advisory

Roger Perrett from Freshwater Wealth emphasises the importance of setting financial goals tailored to one's life stage to fund an ideal lifestyle. He notes that many clients lack clear goals initially and highlights the role of advisors in helping clients envision their future.

Roger suggests starting with a detailed current picture of one's life, considering aspects like home ownership, career, and family. By picturing life 5-10 years ahead, clients can actively shape their financial future. He stresses the importance of aligning investment strategies with personal risk tolerance.

When planning for retirement, Roger advises considering goals for income and potential philanthropic ventures. He also mentions legislative changes as potential challenges but assures that financial advisors can guide clients through these complexities.