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Financial Fitness: Why your financial adviser and personal trainer are more similar than you may think…

Imagine you’ve just hired a personal trainer. In the first few weeks, you notice significant changes—your energy levels are up, your cravings are decreasing and you’re starting to see some muscle definition. But what happens after that initial burst of progress? Without ongoing guidance and support, many people fall back into old habits, skip workouts, and abandon meal plans. The initial success fades, and the desired long-term change remains elusive.

It may not immediately make sense, but this scenario is strikingly similar to financial planning. Engaging an adviser to improve your financial wellbeing is no different to hiring a personal trainer for your physical health. While the initial advice and strategies can move the dial from 0 to 2, long-term financial wellbeing requires ongoing effort and guidance.

Human beings are creatures of habit, and real, lasting change takes time and effort. Consider how many people lose weight on a diet only to put it back on later. How many start a workout program just to gradually stop. The same applies to financial planning. Without regular check-ins, tweaks and adjustments to your plan, it can be easy to revert to poor spending habits and lose momentum.

Ongoing advice from a financial adviser ensures that you continue to make positive progressive and remain accountable. Not only does your adviser help you stay on track, but they adjust strategies as needed and keep you motivated towards achieving your financial goals.

Think of how you feel when you are fit and healthy—it’s the best feeling in the world. Being financially fit and healthy offers a similar sense of well-being. Achieving financial fitness means less stress about money, more confidence in your decisions, and the ability to enjoy life without the constant worry of financial insecurity.


Ready to take your first step towards financial freedom? Get in touch with one of our expert advisers today.

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The material and contents provided in this publication are general and informative in nature only. It is not intended to be advice and you should not act specifically on the basis of this information alone. If expert assistance is required, professional advice should be obtained.