“The majority of what the financial industry calls ‘financial advice’ is really just glorified product sales. What most people actually need is advice about how their investments fit into their overall financial plan, and more importantly their life”.
Sometimes the best way to explain a simple but important concept is to illustrate it. And no-one understands that better than Carl Richards. A former financial adviser, Carl now works with other advisers on managing their clients’ behaviour.
What OUR clientS say
Barrister, client since 2008
Thanks for all of your help – I could not do this without you.
Alan Taylor, client since 2004
We have great confidence in your leadership, your advice and that of your team, to achieve the best outcomes. WARR HUNT is an extremely professional operation yet friendly and welcoming, a great asset and very much appreciated by us and I’m sure all your clientele.
Anaesthetist, age 42
The problem is that we are sole traders. I guess that is a big challenge. We cannot really build businesses.
Barrister, age 50
I have always tried to do it, but really I have very little time or interest to manage my finances.