FinVu Founder and Director, Gerard answers some the questions he is most frequently asked.
At Fin Vu, we don’t have some kind of generic price list that can be quoted over the phone to any person who calls, because we understand that no two people are the same. Our priority is to come up with a personal financial plan that the client is completely comfortable with, that will move them towards the future they hope for.
This is really what Fin Vu is all about… making the whole process of financial planning accessible for real people. We’ve found that asking people to juggle their commitments and priorities- work, kids, sport, social activities- just so that they can attend a meeting in an office space is a bit unrealistic. Office spaces can also be intimidating for some people. So anything that we can do to remove the obstacles that prevent people receiving the financial advice they need, we are happy to do!
At Fin Vu, we love to do what we call ‘taking the pain out of the paperwork.’ Long forms are filled in by us and then explained to the client so that they can sign them. Of course that kind of work means that at Fin Vu we spend more hours putting a plan together for our clients than many other financial planners do, but we believe that it’s time well spent by us, if it saves time for our clients and makes the process accessible for more people.
I love to work with families because I understand the challenges that they face as hardworking men and women, who are low on time, have a level of debt and can find the task of financial planning overwhelming. At Fin Vu, we work hard to be able to provide families with ways to move forward financially that match their family priorities, minimise out-of-pocket expenses and respect their time.
I also love to work with enthusiastic young professionals who want to begin their careers with great financial management, and would like us to guide them through the process of wealth and income protection.
Another group are those who have been lucky enough to receive a large financial inheritance, and who are looking to ‘find their feet’ by building their own understanding of finance and who require some professional guidance in that.
It’s a really rewarding job, being a Financial Planner. There’s nothing like seeing your clients over the years growing in confidence and in the peace of mind that comes from knowing that they have planned well for their financial future, and knowing you were able to play a part in it.