• Oakmont Financial Group

The Value of Financial Advice to Guide Your Changing World

Ours is a dynamic world. We have seen and felt it transform over and over again. While the change has been less drastic, more understated and somewhat linear through the ages – concerning technology, methodology and even our lifestyle and the way we live our lives – the sudden upheaval wrought forth by a pandemic has left the world much more severely transformed.

As we try and grapple with this new world that is still emerging from the grasps of the coronavirus outbreak and all its impacts – we approach it with a mix of curiosity and caution. We do realise that we will have to adapt and change ourselves if we are to cope.

In essence, this rule applies to every aspect of our lives but more so if we are to focus on securing our financial future. A changed world implies that the rules of the game have also changed. The market has changed, both locally as well as globally. The economy has shifted. Certain laws and regulations have been reworked and changed.

It goes without saying that we can no longer go on with the same constraints, expectations, and beliefs. We can’t pick up where we left off. We will have to reconsider our path, our goals and aspirations as well as our vulnerabilities in light of the new realities.

This could mean different things for different people depending on your specific circumstances – a simple readjustment or a drastic new step. All we want to say is that we are here to guide and support you as you navigate this change. Our blog-post this week explores this subject in detail and touches on the importance and value of financial advice and how it can help you.

Addressing questions regarding COVID-19

We are living in very challenging and uncertain times. There is a lot of ambiguity and confusion in the air. You may be unsure of how to proceed and whom to reach out to for help. You may have questions that need answering and resources you need access to.

At such a time, it is important that you don’t give in to misinformation. Peruse the official sites, talk to trusted representatives and gather your information diligently. Don’t fall for scammers who are waiting to exploit and take advantage of you.

Given the present financial landscape, experienced, system-aware and market-hardened professional expertise is more imperative than ever. A trusted adviser can provide sound advice, help you uncover essential information, navigate the market and find a path that is right for you. If it is possible, you should consider engaging a financial adviser who can help and guide you.

Assessing your own financial situation and issues

It is possible that you may have suffered the direct or indirect impacts of the coronavirus outbreak. It is also possible that you are not aware of the impacts that you have suffered yet. Consider taking stock of your situation in the most comprehensive and thorough manner.

While taking note of your assets and liabilities, you may also consider if your priorities and goals have changed. Events such as the outbreak can have a permanent impact on your life and you may want to reprioritise and reorganise.

Again, if possible, consider engaging a financial adviser who can help you consolidate and analyse your financials as well as make recommendations regarding the options available to you. Put concisely, the figure below sums up the value that sound financial advice can bring to your financial portfolio.

At Oakmont, our team of advisers is at your service and ready to help! We have years of experience working on a range of cases. We can help you navigate the market with confidence and make the best possible decisions that are still aligned with your personal objectives. We’ll be with you through thick or thin!

Call us for an obligation-free consultation, today.


General Advice Disclaimer

The information contained on this website and in this blog-post is general in nature and does not take into account your personal situation or circumstance. It is recommended that you consider and use the information provided responsibly and, where appropriate, seek professional advice from a financial adviser.

Although every effort has been made to verify the accuracy and correctness of information, Oakmont Financial Group, together with our consultants, officers, agents, and employees, disclaim all liability for any loss or damage suffered by any persons directly or indirectly relying on this information.

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