Even the best DIY savers can profit from professional financial assistance
It is possible to "DIY" your personal finances - but most people don't have what it takes. Successful DIY-savers tend to be passionate about all things related to personal finance: they invest a great deal of time in educating themselves and do exhaustive research into products and providers, investment strategies and managers. They are extremely disciplined and have clear goals. But even the best of them seek validation, if not advice, from a qualified financial planner. Stefaan, not his real name, is one of those and he's up there with "Supersaver Julia", who has become the poster girl for saving on Bruce Whitfield's The Money Show. Like Julia, Stefaan had a one-off consultation with independent financial planner Warren Ingram, who was impressed by Stefaan's savings habit. The 41-year-old chartered accountant started saving in earnest about 10 years ago and he and his wife have since paid off their car and house, and invested successfully for themselves and their two children. The...
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