Clients with Advisers see better results

Written by Christopher Hall, AdvDipFP | Authorised Representative, AFSL 526688 | August 2021

Russell Investments’ research has shown that clients who get professional advice from a Financial Adviser can see an annual 5.2% increase in their portfolio.

Since the start of the Covid 19 pandemic, many Australians have renewed their interest in investment markets and investing in general. Clients who have used an Advisor have benefited from being coached on their financial behaviour. Specifically, Advisors have urged clients not to panic sell their long-term investments. In one example given, a client who kept their $250,000 portfolio saw a $40,000 increase after 16months.

Brownyn Yates, Russell Investments’ Head of Business Solutions, said that clients who are guided by a Financial Advisor learn that there will be ups and downs on their financial journey and are thus more able to stay the course.

As well as behavioural guidance, Advisors also help clients with the technical aspects of investing including choosing asset allocation, tax-effective investing and planning and using cash holdings to their greatest benefit.

Above all, the research, released in their fourth Value of an Advisor report, showed that as well as the obvious material value of having an Advisor, the peace of mind and comfort of having an Advisor is by far their greatest value - and a critical difference in investment success.

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About the Author

Christopher Hall, AdvDipFP, is the principal financial adviser at Arrow Equities and an Authorised Representative under AFSL 526688. He has completed more than 500 life insurance policy reviews for Australian families, with a specialisation in life risk insurance.

Educational Disclaimer: This content is for educational purposes only and does not constitute financial advice. Past performance is no guarantee of future results.

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