Do we really need a financial planner? How could anyone plan my money better than myself? They're charging a fee??! Joining us is financial planner Hamish Ferguson, founder and director of Vison Newcastle.

Key Takeaways:


Financial Planning's Core Value: Financial planners like Hamish Ferguson emphasize both technical skills and relational abilities to offer holistic financial guidance.


Client-Specific Solutions: Effective financial planning is highly personalized, addressing specific client goals and circumstances.


Early Engagement: Engaging with a financial planner early in life can set a strong financial foundation and mitigate future financial risks.


Fee Transparency: A good financial planner provides clear and upfront fee structures, ensuring clients understand the value and cost of services rendered.


Relational Skills Importance: Beyond technical expertise, the ability to build strong client relationships and communicate effectively is crucial in financial planning.

Notable Quotes:


"There are definitely clients that after the first meeting, I would say, look, I don't think you're quite ready for financial advice at this point in time." - Hamish Ferguson


"The goal is different to almost the tools we use. And what I typically say to people is, you know, the stock market property, super, our home, at times, they're all tools." - Hamish Ferguson


"It's not always about returns, it's about peace of mind and knowing that everything is right and you're on track." - Hamish Ferguson

Resources:


Vision Property & Finance: Vision Property & Finance


Money Smart Website: Money Smart Website

Join the Money: Faith and Finance Group on Facebook here!

We love your questions. Contact the Money: Faith and Finance team and we will aim to get back to you in a future episode.

Pete Burrows is an accountant for small business and individuals with Lower Russell and Farr in Penrith, Western Sydney, Australia.

Ben McEachen hosts Hope Mornings on Hope 103.2FM in Sydney, Australia.

Do we really need a financial planner? How could anyone plan my money better than myself? They're charging a fee??! Joining us is financial planner Hamish Ferguson, <a href="https://visionpf.com.au/our-team/newcastle/hamish-ferguson/">founder and director of Vison Newcastle</a>.
Key Takeaways:
<ul>
<li>
Financial Planning's Core Value: Financial planners like Hamish Ferguson emphasize both technical skills and relational abilities to offer holistic financial guidance.
</li>
<li>
Client-Specific Solutions: Effective financial planning is highly personalized, addressing specific client goals and circumstances.
</li>
<li>
Early Engagement: Engaging with a financial planner early in life can set a strong financial foundation and mitigate future financial risks.
</li>
<li>
Fee Transparency: A good financial planner provides clear and upfront fee structures, ensuring clients understand the value and cost of services rendered.
</li>
<li>
Relational Skills Importance: Beyond technical expertise, the ability to build strong client relationships and communicate effectively is crucial in financial planning.
</li>
</ul>
Notable Quotes:
<ol>
<li>
"There are definitely clients that after the first meeting, I would say, look, I don't think you're quite ready for financial advice at this point in time." - Hamish Ferguson
</li>
<li>
"The goal is different to almost the tools we use. And what I typically say to people is, you know, the stock market property, super, our home, at times, they're all tools." - Hamish Ferguson
</li>
<li>
"It's not always about returns, it's about peace of mind and knowing that everything is right and you're on track." - Hamish Ferguson
</li>
</ol>
Resources:
<ul>
<li>
Vision Property &amp; Finance: <a href="https://www.visionpf.com.au">Vision Property &amp; Finance</a>
</li>
<li>
Money Smart Website: <a href="https://www.moneysmart.gov.au">Money Smart Website</a>
</li>
</ul>
Join the <a href="https://www.facebook.com/groups/moneyfaithandfinance">Money: Faith and Finance Group on Facebook here!</a> We love your questions. Contact the Money: Faith and Finance team and we will aim to get back to you in a future episode.
Pete Burrows is an accountant for small business and individuals with <a href="https://www.lrf.com.au/">Lower Russell and Farr</a> in Penrith, Western Sydney, Australia. Ben McEachen hosts <a href="https://hope1032.com.au/programs/hope-mornings/">Hope Mornings on Hope 103.2FM</a> in Sydney, Australia.

Money: Faith & Finance explores the profound and practical of everyday finances. In every episode, we explore the real-life impact of everything from superannuation to stewardship, the World Bank to your wallet – and what does God have to say about money?

Welcome to the profit, loss and real balance sheet of wherever money intersects with you.

Pete Burrows is an accountant for small business and individuals with Lower Russell and Farr in Penrith, Western Sydney, Australia.

Ben McEachen hosts Hope Mornings on Hope 103.2FM in Sydney, Australia.

Money: Faith &amp; Finance explores the profound and practical of everyday finances. In every episode, we explore the real-life impact of everything from superannuation to stewardship, the World Bank to your wallet – and what does God have to say about money? Welcome to the profit, loss and real balance sheet of wherever money intersects with you.
Pete Burrows is an accountant for small business and individuals with <a href="https://www.lrf.com.au/">Lower Russell and Farr</a> in Penrith, Western Sydney, Australia. Ben McEachen hosts <a href="https://hope1032.com.au/programs/hope-mornings/">Hope Mornings on Hope 103.2FM</a> in Sydney, Australia.

Money: Faith & Finance

Listen to more from our Hope Podcasts collection at hopepodcasts.com.au. And send the team a message via Hope 103.2’s app, Facebook or Instagram.

This podcast is not offering financial or investment advice. It's always best to do your own research and to consult a professional financial or investment advisor before making any financial or investment decisions.

Listen to more from our Hope Podcasts collection at <a href="http://www.hopepodcasts.com.au/">hopepodcasts.com.au</a>. And send the team a message via <a href="https://hope1032.com.au/listen/#apps">Hope 103.2’s app</a>, <a href="https://www.facebook.com/Hope103.2">Facebook</a> or <a href="https://www.instagram.com/sydneyshope1032/">Instagram</a>. This podcast is not offering financial or investment advice. It's always best to do your own research and to consult a professional financial or investment advisor before making any financial or investment decisions.

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