Financial Security Advisor

The essential role of a Financial Security Advisor

Financial security advisors are essentially there to listen. They're there for all the important events in people's lives, so it's important for them to listen carefully to what their clients need. By listening carefully, financial security advisors are able to analyze their clients' financial situations and their needs in terms of insurance, investments, savings, annuities, mortgages and personal loans, which are the financial services needed by most individuals and families. In a way, the financial security advisor is the best coach people can have to help them achieve their goals. And because we the advisors work alongside the client in the workplace, we have a special in-depth understanding of the client's environmental and working conditions.

A Unique Analysis

Whether you work in healthcare, education or any other public sector, your situation is unique to that sector, as are the environmental and working conditions you share with your colleagues. Using the services of an advisor is a big advantage in this regard. There's no consultation fee to have this professional carry out an in-depth analysis of your current and future financial situation. The advisor has very specialized knowledge of the government group insurance and pension plans that apply to you, and we understand the various rules and measures that govern your employment group. Because advisors often work alongside you, they are well aware of the workplace mission and the mentality, concerns and the day-to-day life of the people who work there. Teachers, for instance, may not see their financial planning the same way as a nurse or a senior official in a government department. Their financial planning is influenced by a number of factors, including their salary conditions, their timetable, their professional goals and their personal plans. The first task is to understand the client, and then to provide advice. When you deal with Connolly Insurance you receive tailored advice to your specific situation.