Our Human First Approach
Let's talk about what it means to be Human First
Many of us have been there. Having that sense that there should be *more* to our lives.
A feeling that even though we are financially comfortable, successful in our business or career, and have all of the material trappings that go with it – that something is missing.
Sometimes, the stresses and pressures that accompany “success” can be isolating and lonely. You *should* be happy, but you’re not. You are accomplished, you have wealth, but you don’t feel that you have the freedom to be yourself.
At Murphy Wealth, I’ve come up against this challenge with our clients time and time again. And it’s the principal reason that myself and the Murphy Wealth team work in the way that we do.
We’re not financial planners, we are life planners. We don’t advise your money, we advise you. First and foremost we are humans, assisting other humans. We are Human First.
We help you to be yourself by understanding you.
It's all about evolution
Your evolution, and ours.
Since my father, Brian, started Murphy Wealth in 1977 his aim was to understand clients as individuals, to appreciate what was important to them and to create a life plan from that perspective, not from the perspective of which financial products were available.
This ethos has evolved into Murphy Wealth’s formalised Human First approach – the guiding principles that we have defined over the past year that will ensure that we continue to help you to be yourself and to design and live the life that you want. Our Human First approach is not about portfolio first, or retirement product first, it’s about putting you front and centre.
As for your evolution? Human First works both ways. While we are acutely conscious of you as an individual, you might not always keep that at the forefront of your mind when you have worries or doubts, or feel under pressure, lonely or challenged. You deserve joy, fulfilment and happiness in your life and you need to evolve to check in with yourself, and with us, to make sure that your life plan is still delivering that for you, no matter what changes are happening in your life.
Maslow had a point
As a client of Murphy Wealth, it’s likely you’ve already nailed the first four needs identified in Maslow’s hierarchy; physiological, safety, belongingness and esteem. But as for the growth needs beyond that, you could be missing out.
While you may consider your success as the peak of your potential, it’s being the most that you can be in terms of happiness and fulfilment that really offers ultimate contentment.
Consider how you felt when you first came to Murphy Wealth. Once we had come to understand you and given you the financial tools you needed to live the life that you wanted to, how did you feel then?
Our investment proposition is low cost, globally diversified, evidence-based and takes care of all your money, BUT the essence of our Human First approach is that our technical financial expertise is implicit and secondary. Our primary focus is what your money gives you in terms of options, and how those options will help you fulfil your personal goals and ambitions.
Why Murphy Wealth is Human First
We’ve talked a lot about being Human First, and we’ve recently won Advice Firm of the Year at the Money Marketing awards based on our approach, but where did this philosophy come from? Yes, I want us to differentiate ourselves from other financial planning firms, but the idea came from you, our clients.
We’ve always concentrated on understanding you as individuals, and the feedback we’ve received over the years has been overwhelmingly positive. I wanted to formalise our approach, and we’ve adopted the Human First banner and principles to do just that.
We will continue to seek your feedback to help us to enhance and refine our Human First approach. It’s about you, how you feel and your confidence going forward in your life and I am keen to understand what else we can do to help you with this.
We want you to be yourself, always. We want to listen to you and empower you to understand yourself and how you make decisions about your life and your finances. We want you to achieve your dreams.
For this reason, we are launching a new series of articles under our Wealth of Learning banner,all aimed at your continued journey to a secure, fulfilling and happy life.
Watch this space 😊.