Health and holistic financial advice [Free eBook]

24 October 2018

Money & Life team

Money & Life contributors draw on their diverse range of experience to present you with insights and guidance that will help you manage your financial wellbeing, achieve your lifestyle goals and plan for your financial future.

As financial planning professionals, it can be easy to confine our advice and interactions with clients to topics related directly to money and finances – after all, that’s what usually gets them in the front door!

But as our relationships with clients hopefully grow over time, and we become more familiar with their personal circumstances, ambitions and what is holding them back from achieving their goals, it makes sense that we start working with them to look at their lives holistically, to understand how their behaviours in other areas are working for, or against, their desire to achieve their goals.

What many of us may not realise is that our fast-paced lives, where our time and attention is always in demand, can get in the way of making better choices for our health and well-being. And poor choices in this area can have significant effects on our ability to manage other aspects of our lives, including our finances.

We know that having discussions about a client’s health and lifestyle choices can be difficult, so we’ve partnered with AIA Australia to bring you this eBook, which can help you navigate conversations with your clients about their health and wellbeing, and the impact of their decisions on their personal and financial wellbeing.

It’s also important to walk the walk – if your clients see that you are taking an active interest in your own health and wellbeing, and can see the positive impact it has on your life and your business, they may be more inclined to open up in discussions around their own situation.

Our new free eBook provides helpful suggestions and insights that will help you make powerful changes – some small, others more significant, but all worthwhile – to make health and wellbeing a priority for you, your colleagues and your clients. These steps can help you reduce stress, increase your activity, improve food and nutrition choices, and bring numerous benefits to your physical, mental and financial wellbeing.

By taking a more holistic approach to supporting clients with their financial and insurance needs, you’ll gain a better understanding of their circumstances and build stronger relationships, too.

Download our free eBook Wellbeing and Wealth: A place for health in holistic financial advice to understand the vital importance of considering health and wellbeing as an aspect of your advice offerings, how to incorporate this angle with your clients, and the benefits you and your clients can gain.