At Victus Group, we understand that each individual has unique financial needs, goals, and preferences. That’s why we don’t believe in a one-size-fits-all approach when it comes to lifestyle financial planning.
By understanding and considering your emotional tendencies, we can tailor our services to help you achieve your financial objectives. There are many ways to approach understanding and engaging with our emotional responses, two of which group us into either a jumpy or calm approach.
We can help you identify your emotional tendencies, and we can help you engage more meaningfully with your wealth.
We pay close attention to emotional tendencies, including:
- Desire for guidance
- Comparison tendency
- Familiarity preference
- Financial comfort
Jumpy people typically require reassurance and guidance during turbulent times, while calm people prefer to maintain control over their investment decisions and use us as a sounding board.
Low-composure clients – those who tend to be sensitive, skittish, or stressed – benefit from clear, proactive guidelines focusing on empathy, reassurance, and guidance. Here are some tips for effectively engaging with your financial plan:
Be proactive: Reach out to our team during stressful events or seasons in life to provide reassurance and guidance. This helps us know that you need extra support and will make you feel less anxious about your financial plan and what you’re currently experiencing in life.
Stay calm and confident: Many clients rely on us to be a steady, reassuring presence, and this helps them exhibit confidence and calm, especially during challenging times.
Provide clear explanations: Simplify complex emotions or fears and break them into digestible information. This can help you feel more comfortable and confident about your financial decisions.
On the other hand, high composure clients value autonomy and prefer to conduct their own research before making decisions. To support their decision-making process without alienating them, we consider the following approaches:
Offer resources: Provide you with access to relevant, high-quality research materials, insight and relevant information. This empowers you to make informed decisions based on your own analysis.
Encourage dialogue: Many clients appreciate the opportunity to discuss their thoughts and ideas with an experienced professional. Our team is available for conversations, asks open-ended questions, and listens actively to help you refine your investment strategies.
At Victus Group, we recognise that each client is unique, and we strive to provide personalised financial planning services that cater to your individual needs and preferences. By understanding emotional tendencies and adjusting our communication style accordingly, we can foster trust, enhance the financial planning experience, and, ultimately, help you achieve your financial goals.