Working Smart
By Lee Rossini
Personalisation in financial services refers to the process of tailoring advice, solutions, and ongoing support to the unique circumstances, goals, behaviours, and values of an individual client. Personalised advice involves a deep understanding of a client’s financial position, aspirations, risk tolerance, life stage, and personal preferences. This approach goes beyond generic product recommendations and instead focuses on building a strategy that reflects the client’s identity and life journey.
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