The Age
Intuition is a concept not often associated with the logical world of finance and investments. But once you have your facts straight, you might be surprised by how much you can benefit from following the deal that just 'feels good'.
Sunshine Estivo is a values-based financial planner and co-founder of financial planning group Omniwealth. Estivo has previously run seminars on the idea of intuitive wealth and she encourages her clients to employ their intuition when developing their financial goals. “So often people’s goals sound the same – it’s almost like they got them from society: ‘first I want to buy the home, then I want to upgrade the car, then upgrade the home’. You’ve really got to dig deep and find out what is really important for people – and that’s where intuition comes in.”
Estivo says it can be a difficult process for people – really nutting out what truly motivates them. “People say to me, 'how do I know what I love doing?' Or 'how do I know what’s important?' I say: ‘Where do you spend your time, your energy and your money and that’s probably what you’re most passionate about.”
When someone tunes in to their deepest passions there’s a buzz of energy in the room, Estivo says. When it comes to making investment decisions, Estivo agrees it should always be a two-step process. “When people make an investment decision, it needs to make logical sense but it also has to feel good. I hear that all the time from my clients, ‘I’m happy to go ahead, it feels good, it feels right.’”