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The Key To Financial Success: A New Mindset

The key to financial success: a new mindset

How to overcome your ‘mind blocks’ to accomplish more

Have you ever thought about getting financial advice? Have you ever thought about getting it and then put it off because it’s too expensive or not the right time?

We understand that engaging with financial advice can be a big life decision but at the same time, based on our experience, the benefits can far outweigh the costs.

The most common objection to engaging with our services we receive from new clients is “let me think about it”.

This is normally spoken directly after our discovery meeting – where we sit down, get to know our new clients, and map out a basic financial plan.

Discovery meetings are a fantastic session and the goal of this meeting? Purely to find out if we will be a good adviser/client match.

You may be surprised to know that financial advisers don’t just take on any and every client.

All financial planners have different specialties and will only take on clients who suit their skills, methods, and personality. Which is why the discovery meeting exists.

We believe every Australian deserves to work with a financial adviser they can trust.

This is why we don’t charge you just to get to know us. If we’re a match – great! Let’s work together but if not, that’s absolutely fine and you can spend your time and money finding an adviser that works for you.

As financial advisers, we know how we can help clients and add value to their lives. Our purpose is to help you understand that you have the potential to do great and achieve more, and we are eager to put the financial plan in place so you can live your best life.

So, for a lot of our clients, that requires a new mindset: the belief that there are no limitations to your happiness. From that mindset, your actions and your beliefs will help you do better.

While getting financial advice can seem like a big change, it’s a change for the better.

“If you always do what you’ve always done, you’ll always get what you’ve always got.”
—Henry Ford

But if you want more in life – more money, more freedom, more time to do the things you want to do – then change is the answer.

If you continue to use the same strategies and have the same attitudes about money, then what’s going to change?

To allow you to ‘think about it’, how are you going to move forward and to achieve bigger?

Our mission at CCFPG is to help all our client’s move forward, and create their perfect lifestyle, both now and in the future for their retirement.

To achieve this mission, and simultaneously achieve your goals, we simply cannot accept the excuse to let you think about it.

We know that “let me think about it” usually means something else; it translates to a different concern you may have about seeking financial advice.

But as financial advisers, our goal is to help you understand the benefits, and to help you think about the future not the challenges. It is our job to overcome these challenges for you.

So, what do you really mean by “Let me think about it”?

Can we help you to overcome these mind blocks or beliefs?

Because when you do, you will be heading down a path to freedom and success.

Commonly held financial advice ‘mind blocks’…

Objection: I don’t know if I can afford financial advice

Everyone’s financial situations are different and that’s totally fine. While obtaining financial advice does tend to have a significant upfront cost, changing your mindset can help you overcome the shock of the initial cost.

Financial advice should be seen as an investment into your future.

However according to research by IOOF, 84% of advised Australians state they receive more value than advice costs; 93% of the advised say that their financial planner helps them get the most out of a situation1.

Anything worth having comes at a cost. When you can look into the future and see the rewards and the returns, the cost doesn’t seem so scary or uncertain anymore.

Objection: What if my circumstances don’t justify getting advice?

It is a common misconception that financial advice is only for the rich.

While more than half of Australians think they don’t have enough assets or wealth to justify getting advice, research shows that unadvised individuals have still have similar goals and needs to those who receive advice.

What this means is that you don’t need enormous wealth to benefit from advice. With so many different areas of advice available at CCFPG – from retirement planning to wealth creation to debt management – the truth is almost everyone could benefit from some personalised financial advice.

I think I can manage my own money

Some people have the expertise, knowledge, experience, and time to manage their own finances.

These people are usually financial advisers.

While many Australians may have a bit of finance knowledge, creating a comprehensive financial plan takes a lot of time – which is why the job of a financial adviser exists!

Managing your finances isn’t a “set and forget” task either; it requires ongoing management and knowledge of the markets, as well as the resources and expertise to be able to make the best decisions.

So, with the extensive time necessary, is managing your finances how really how you want to spend your free time? Plus, an even more important question to ask yourself: If you’re not working with a financial advisor, will you really do it yourself?

Objection: I don’t fully see the benefit of advice

The benefits of financial advice are unique to you.

Some people may put the most value on the wealth they can create, while others may be happier with their enhanced social life and family life.

Based on a research report by Fidelity International, here are some of the most valued benefits financial advice can provide:

  • Greater peace of mind financially
  • Better control over their finances
  • Mental and physical health benefits
  • Improved family and social life
  • Improved work satisfaction

The benefits change because everyone is different. Therefore, every financial plan we create is different as well; unique and tailored do your needs and goals.

A financial adviser creates your plan to give you the best outcomes. From my experience, the clients that follow our advice and actively participate in our ongoing relationship will achieve the best results and the most success.

Are you ready to embrace your new mindset for success?

Changing your mindset from “let me think about it” and focusing on the obstacles in your way will only get you so far in life.

Ask yourself “Will this help me move forward?”.

If you’re ready to take the next step and overcome these mind blocks, you don’t have to do it alone.

Our experienced, trusted financial advisers can help you achieve your goals.

Your new mindset could be the key to your freedom and success.

Start today.


Contact CCFPG’s financial planners today. We have offices located in Central Coast – Erina (CCFPG), Newcastle – The Junction (NFPG) and Sydney CBD (SWA).


1 IOOF (December 2020). The True Value of Advice Report.

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