Building your team: Financial adviser

Written and accurate as at: 10 December 2016

In our busy lives, we often have multiple competing short-term priorities whether work-based or on the home front.

With this in mind, it is sometimes hard to take a step back and focus on what we want to achieve for ourselves and our family in the longer term such as paying down debt, investing for an early retirement or saving for an extended overseas trip.

The term synergy is derived from the Greek word συνεργία; it refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team (each with their own unique skills), and then directing them towards a specific goal or objective, can help you reach financial empowerment.

The young American poet Mattie Stepanek summed up the power of synergy and teamwork in his following quote, “When there is teamwork and collaboration, wonderful things can be achieved”.