Marius van der Merwe at HUM South Africa 2025
From Wealth to Wellbeing: Helping Clients Thrive, Not Just Survive
At the Humans Under Management South Africa 2025 event, speaker Marius van der Merwe presented on shifting the focus of financial advising from merely wealth accumulation to enhancing clients' overall well-being.
The talk addresses the challenge of quantifying the impact of financial advice on clients' lives, highlighting the importance of understanding financial well-being as a multifaceted concept that goes beyond just numbers.
Key Points:
Financial well-being is a perception that includes sustaining a current standard of living, progressing towards future goals, and enjoying life.
Understanding clients' psychological profiles and money attitudes can significantly influence their financial behaviour and decision-making.
Incorporating discussions about clients' money biographies can empower both clients and advisers to enhance financial planning.
Focusing on financial well-being leads to more fulfilling lives for clients, turning financial advice into a value-driven service.
Watching this video will equip financial advisers with actionable insights to deepen client relationships and foster a more holistic approach to financial planning.
