Financial Planning To Me | Peter Folk

Some of you may have seen my ‘Why’ video and know that part of why I chose to do what I do is the fact that I like puzzles.  For those who haven’t seen my video, I see financial planning as a puzzle, you build a relationship with your client and to get to know the different pieces of the puzzle in their life.  Then it’s my job to put those pieces together to help them achieve their goals.  But you may ask, what keeps me going? Surely I’d get sick of doing puzzles all the time.  Well to me the answer is simple, what keeps me going is being in it for the client…

Sure there have been and unfortunately probably still are, some bad eggs in the industry (like most professions), financial planners who are only in it for their own self-reward.  For me and I’d say a majority of others in the industry, it’s not about what I get out of it but what you as the client gets out of it.

The best reward for me in my role is seeing the joy on the faces of clients and the sense of calm that comes over them when they know they have someone on their side.  Someone who’s looking after them and helping guide them on their financial journey.  Whether it’s to help them towards having a comfortable retirement, buying their first home or simply steering them in the right direction.

That joy and calm is what keeps me going, putting the puzzles together is just an added bonus.  The best part of my day is when I can reflect on it and know that I’m helping my clients, that I’ve put a smile on their faces and they have the knowledge that they’ve always got someone there who will help them out and put them back on track.