Who is part of your team?

29 Jan 2014

By Campbell Sorell

I enjoyed a moment of reflection recently after completing a half marathon (fun) run. By the way, I wonder why they call it a 'fun' run? It really wasn't that pleasurable at all! But it got me thinking. I achieved my goal, I was proud and all I wanted to do was thank my 'team'.

'Team?', you may ask. But running is an individual sport. It is, but it was my support crew who helped guide this success. This included my wife, who invested additional time with our children so I could train and ensured I was 'carb loading' with my nutrition plan. My masseur, who helped my middle aged body successfully overcome little niggles and got me to the starting line in one piece. Plus my chiropractor, who is also my tennis doubles partner and knows my history of injuries.

I also thought of the AFL Grand Final that played out last year. I attended the game and stood around afterwards watching the Hawthorn players and team officials celebrating their wonderful win. Their team was not just the 22 players who played on the field. It also included their coaches, fitness team, Directors, other employees of the Club and, of course, their passionate supporters. They all contributed to their team's premiership triumph.

I spend my working day helping individuals make smarter decisions about money, to free up their time so they can spend more of it doing what they love. Financial advisers are part of your team. This often includes other business professionals, such as accountants and lawyers. It is crucial that you receive the best possible advice and that we, as members of your team, leave no stone unturned and blend complementary skill sets to maximise your experience.

Our work is most successful when we engage in teamwork. This includes the involvement of our internal technical experts and investment specialists. Our review of an individual's position involves a thorough understanding of their financial situation. This may mean you can take advantage of new legislative opportunities to save tax, a possible restructuring of assets or a deeper analysis of your cash flows. If we are helping someone with their estate planning or asset protection/business issues, we may need to meet with a solicitor as part of this work.

This collaborative approach helps achieve better client outcomes than working alone and is a key benefit of teamwork.

As eloquently expressed by Dr Charles H Mayo, 'the keynote to progress is teamwork'. 

So who is part of your team? 

Do you have a financial adviser or other business professionals helping guide you on your journey?

Think about your own team and remember that no one of us can be as effective as all of us joined together.

The power of teamwork!

To learn more about Campbell, view his online profile.

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