Let’s be honest insurance, mortgages and wills can be pretty complex stuff. These are big life decisions, that when you finally get round to them, can become a little overwhelming.
Since joining the finance industry I have noticed two things...
First up, there are few places on social media that you can access straight-talking financial advice and most advice that is accessible tends to be rife with jargon. Secondly, unless people see the value in something, they are not going to invest in it. Both 'things' have helped shaped the thinking behind The Modern Broker.
It’s a simple concept. This is financial adulting for modern-day living.
We now live in an age where the tune of a man in a pinstripe suit is no longer palatable. Meetings can happen pretty much anywhere (thanks zoom). And cheaper does not always mean better.
Collectively, we do things differently. We think differently. And no surprises here... we manage our finances differently too.
The Modern Broker is a space to help you navigate those big financial journeys with advice that you just get - it's that simple.
As a financial adviser, I’ve invested a lot of time into learning my craft and having my finger on the pulse when it comes to the latest industry developments. It is this expertise that I'm now going to share on The Modern Broker.
But let's get one thing straight. This is not all about insurance and mortgages. It's about lifestyle, too.
As well as the money talk, expect monthly features on #ModernLiving - everything from beautiful spaces, interesting people to passion projects. You'll also get the inside scoop on how others approach adulting and what journey they have taken to reach their own goals.
For me, The Modern Broker is about enabling others to see the value in financial adulting. Do it right, and there's no looking back.
Until next time.
Matt
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