“I always tell my clients that before we can talk about solutions, I want to understand what’s important to them,” says George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum. “Every person’s journey is different and the best advice starts by listening.”
Financial decisions are deeply personal. Whether you’re planning for retirement, protecting your family, building wealth or preparing for life’s unexpected moments, your financial plan should reflect your unique circumstances, priorities and aspirations.
“The clients who benefit most from financial advice are those with whom we’ve built a genuine relationship,” says Mahlakgane. “Our conversations don’t stop once a plan is in place. We continue meeting, reviewing what’s changed in their lives and making sure their financial plan evolves with them.”
That’s because financial planning isn’t a once-off event. As life changes, your goals, priorities and circumstances change too. A trusted adviser doesn’t simply provide recommendations. They walk the journey with you, helping you navigate each new chapter with confidence.
According to Mahlakgane, the best advice isn’t built on assumptions. It’s built on conversations – conversations that uncover what’s important to people, create understanding and build trust over time. “When people feel heard and understood, advice becomes far more meaningful because it’s built around the person, not just the plan,” he says.
What matters most when choosing a financial adviser?
– Perhaps it’s not about finding someone with all the answers.
– Perhaps it’s about finding someone who takes the time to understand you.
– Because understanding you is where great advice begins.
