At Austen Morris Associates, we understand that choosing a financial advisor is rarely a decision based solely on numbers or portfolios. According to a recent study conducted by Morningstar, emotional drivers, like peace of mind, trust, and guidance, are just as significant as financial needs when it comes to hiring an advisor.
The study, which surveyed over 3,000 individuals, found that 60% of people cited emotionally driven reasons for working with a financial advisor compared to just 40% who pointed to specific financial goals. Many clients admitted to feeling overwhelmed by financial decisions, and chose their advisor because they needed someone to help them stay the course, reduce stress, and make better choices in the long term.
What does this mean for you?
Whether you’re navigating multiple jurisdictions as an expat, protecting generational wealth, or planning for retirement, your relationship with your advisor should deliver more than just numbers. You should feel confident in your decisions, comfortable asking questions, and supported in both moments of success and uncertainty.
Our role as your trusted advisor extends far beyond financial planning. At AMA, we take a holistic approach to wealth management – one that incorporates behavioural coaching, emotional reassurance, and deep understanding of your personal circumstances. It’s about building a financial partnership that works with your life, not just your balance sheet.
Why AMA?
We help simplify complex financial decisions.
We create strategies that align with your goals and values.
We support you emotionally and financially, every step of the way.
If you’re looking for more than just a financial plan and if you’re looking for clarity, confidence, and a partner in your wealth journey, connect with one of our experienced consultants today.