Every now and again, someone makes a humorous comment which resounds with a huge degree of truth and wisdom.
Recently, at a networking meeting, as the attendees were working around the table introducing themselves, we set upon the rich vein of financial related professions - a mortgage broker, an insurance broker and yours truly. Some comic genius commented that it is like Fun Land on our side of the table, and perhaps we should also invite a 'fun broker' along! Then it hit home, that is exactly what we do at Serenity.
We take the time to figure out exactly what it is that people want out of their lives (which usually centres around happiness, ease, freedom and FUN). Once we have all of that figured out with them, then we can turn our attention to helping them achieve those things, within a robust financial plan, enjoying the here and now, but also keeping a firm eye on the future.
I guess that is what some may call us Inspirational Fun Brokers rather than just a plain old Independent Financial Adviser.