If you are actively engaged with an adviser, they will still play an important role in creating different solutions to meet your financial needs, but you may consider complementing your relationship with robo-advice as a cost-effective solution that puts you in the driver’s seat when it comes to controlling your own financial path.
If you don’t currently have an active relationship with an adviser, digital advice can give you everything you need to kickstart your financial journey.
Here are three key benefits of robo-advice for you to consider:
- A cost-effective advice journey
Thanks to automation, robo-advice solutions can offer a simple and cost-effective way to support your advice journey. You can receive a Statement of Advice or make investments at a fraction of the cost of traditional advice.
2. Ensures compliance obligations are met
You can rest assured that compliance is taken care of, with technology executing and documenting individualised requirements through built-in checks, alerts and safeguards.
3. What you want, when you want, with the support of your adviser
A robo-advice solution will put you squarely in the driver’s seat. You can work in your own time to explore your financial goals knowing that your trusted adviser has oversight and can provide you with support or mentoring at any step of the process.
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