Amyr Rocha-Lima: In financial planning the 'why' must come first

The importance of 'why'

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Amyr Rocha-Lima: "As a financial planner, it is best to put more emphasis on the ‘why’ as the first step in the financial planning process."
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Amyr Rocha-Lima: "As a financial planner, it is best to put more emphasis on the ‘why’ as the first step in the financial planning process."

Understanding why each client needs a financial planner is key to helping them achieve their goals, writes Amyr Rocha-Lima. Here, the financial planner explains the 'why' should come before the 'how' and the 'what'

People seeking financial advice may already have a loose reason as to why they want to invest - some pre-set idea or financial goal in mind. For example, they may want to save up for a house deposit, start...

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