The Annex Blog

In this section the Annex Wealth Team will look to demystify some of the complexities of financial planning. We will be bringing you some stories that will touch on behavioural concepts, the value of advice & discussions about current market trends. We have some unique perspectives on how we see the financial world and we will try and keep things as light as possible! Grab your morning coffee and give the Annex blog a read!

29 September, 2018

Where’s my value?

With the spotlight turned up on financial services in recent times, articulating value has never been more important for those providing advice. What is the real value of financial advice and how impactful can it be? The answer lies in the advice journey and how clear and meaningful the goals that come out of that process are. The measure of success of advice may come down to how aligned these goals are to someone’s core values. Money makes the world go around, or so they say. Making your money grow and all the strategies intrinsic with this is certainly part