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In epic news for Infinity, our very own Carl Turner has been nominated for International Young Talent of the Year in the International Investment International Fund and Product Awards which aim to recognise the talent, products and services of the international wealth management industry.
Carl is a consummate professional financial adviser registered with the Chartered Institute of Insurance UK (CII) as well as the Hong Kong Confederation of Insurance Brokers (CIB HK). But what is it that makes this IFA so special? We had a chat with him to talk about his career to date and his approach to financial planning.
How did you get started in your financial planning career?
I obtained a degree in accounting and business and began my career working firstly for an actuary and then an accountancy firm in the UK. I soon realised that I would be better suited to a client-facing role and switched to become an IFA which gave me the chance to work with people as well as numbers. I studied to gain my financial planning qualifications while working for a financial advisory firm in the UK before taking up the challenge of working in Asia with Infinity. To date I have clocked up over 14 years’ experience in the financial planning industry.
What is it that you enjoy about the role?
I believe that a good financial adviser can make a significant difference to an individual’s financial success and positively impact their lives. It is immensely satisfying to see my clients transform their financial situations and gain the peace of mind that comes with securing their financial future and that of their family. It’s why I love doing what I do.
Who are your clients?
I work with hundreds of expatriate and repatriate clients all over the world from a huge variety of different backgrounds. It is a fallacy that financial planners are solely for the rich – everyone can benefit from having a professional to help them clarify their financial goals and achieve financial success. Every client’s needs are different and I enjoy the challenge of finding the right solutions for the huge variety of financial planning scenarios that I come across as well as building excellent and long-lasting relationships.
What is your approach to financial planning?
I look at my clients’ requirements in terms of retirement, education planning, international life and medical insurance and, often, the purchase of investment properties. As an expat myself I can fully relate to the specific needs of those living, working or retiring abroad. Many people find financial planning a daunting process but it is all about breaking down the process into achievable steps.
That is why I developed my own 12-step goal setting system to help in the process of defining and achieving the financial goals of my clients. The approach is outlined in my self-help book called ’12 Steps to Financial Success for International Expatriates’ (available on Amazon) in order to help as many people as I possibly can to secure their financial futures.
What are you most proud of in your financial planning career to date?
I am honoured to have been the top performing country manager at Infinity for the last two years as well as the company’s number one consultant globally in 2015. But I am perhaps most proud of my involvement in Infinity’s intern programme which I’ve run since 2016. Having appreciated the advice of more experienced colleagues when I was starting out, I am keep to help young people get into the industry by giving them a taste for working in financial planning and also providing them with life skills that they can apply in getting started with their own careers. I have mentored young consultants in various countries offering tips on how to succeed and holding regular monthly calls to keep them on track.
Over the next couple of years I plan to continue and develop the intern programme by focussing on helping Hong Kong locals get into the international industry. With this in mind, the next intern program will be offered to local universities as well as international interns.
What would be your single most important piece of financial planning advice?
However old you are, get into a savings habit. In my book I quote 19th century politician, Henry Buckley, who said ‘Save a part of your income and begin now, for the man with surplus controls circumstances and the man without a surplus is controlled by circumstances’. I couldn’t have put it better myself!
If you’re interested in what Carl has to say on current financial topics, you can follow his Infinity blog here. To find out how he can help you find bespoke solutions for your own financial planning, get in touch at firstname.lastname@example.org.
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