Financial Success Group | With a little help from my friends
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With a little help from my friends

30 Jan With a little help from my friends

Having just enjoyed a summer break and time with family and friends, it dawned on me how often -over a coffee, or around the BBQ or dining table – we ask for help.

My holiday experiences reinforced the fact that when we think about calling on the services or skills of a tradesman or seeking the advice of any professional person, we tend to ask our family and friends if they have either used someone good, or know someone that they can recommend.

While the asking is often fueled by the reassurance we get from others’ great experiences, as Kiwi’s we also love to give advice and help others. Either way, with two or so degrees of separation in New Zealand, the ‘word of mouth ‘ machine is alive and well.

This got me thinking… Over many years of being in my role, I have developed strong working relationships with very skilled and professional people – and it’s dawned on me that you, too, may have been wondering who you could use.
Four particular industries are closely aligned to mine and, in my role as an Authorised Financial Adviser, it is becoming common practice for me to refer clients to Accountants, Solicitors, Mortgage Brokers and General insurance brokers, to ensure that all of their affairs are in order.

However, your personal circumstances may have changed unbeknown to me and you could be pondering the idea of talking to an Accountant or Solicitor, buying a house, or getting a quote on your Fire and General insurance, but are undecided who you should contact.

I have a network of people that can be of assistance and are often, at my suggestion, willing to give you a free hour of their time – so if I can help, please contact me.

While the topic of life insurance or advice on investing money is lower on the list of dinner time topics, I am sure it is discussed sometimes between families and friends. Hence, should you consider my advice and services have value I would appreciate the opportunity to help your family or friends. I assure you that any referral will be given the same level of courtesy and professional advice that I continue to give you.

In closing, have a great 2013 and remember life isn’t a dress rehearsal, so make the most of it!

Regards and best wishes,
Barry Day

Authorised Financial Adviser – FSP 76241

A copy of my latest Disclosure Statement is available free of charge on request.