FINDING THE RIGHT FINANCIAL ADVISOR - Future Assist · FINANCIAL ADVISOR checklist You know you...
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FINDING THE RIGHT FINANCIAL ADVISOR FINANCIAL ADVISOR checklist You know you need a financial advisor, but you’re not sure where to turn to find the right person for your needs. A great first step is to find a financial advisor near you Meeting in person to discuss finances can build rapport and trust with the person providing you with important advice. Naturally, you’ll also want to check their qualifications and experience before signing up. An easy mistake to make is calling the first financial advisor you happen to stumble upon, without doing the proper research and background checks that could help you in the long run. For example, if you find a financial advisor who works for a specific bank, that could mean bias is involved. Similarly, an accountant or mortgage broker might be able to offer some standard financial advice – but they’re not a qualified advisor. a checklist. Recommendations? friends? google?!
Transcript of FINDING THE RIGHT FINANCIAL ADVISOR - Future Assist · FINANCIAL ADVISOR checklist You know you...
FINDING THE
RIGHTFINANCIALADVISOR
FINANCIAL ADVISOR checklist
You know you need a financial advisor, but you’re not sure where to turn to find the right person for your needs.
A great first step is to find a financial advisor near you Meeting in person to discuss finances can build rapport and trust with the person providing you with important advice. Naturally, you’ll also want to check their qualifications and experience before signing up.
An easy mistake to make is calling the first financial advisor you happen to stumble upon, without doing the proper research and background checks that could help you in the long run. For example, if you find a financial advisor who works for a specific bank, that could mean bias is involved. Similarly, an accountant or mortgage broker might be able to offer some standard financial advice – but they’re not a qualified advisor.
a checklist.
Recommendations? friends?google?!
We’ve put together
a simple
for when you’re looking for a financial advisor
CHECK THE ASIC REGISTERAre they a qualified planner? Are they independent?
READ THEIR REVIEWS ONLINE
WHAT AREAS DO THEY SPECIALISE IN?Are they relevant for you?
UNDERSTANDING THEIR FEE STRUCTUREDo they charge for services, or an ongoing fee?
MEET YOUR ADVISOR IN PERSONDo you feel comfortable working with them in the long term?
WILL THEY HELP YOU BUILD STRATEGIES?Find out if your advisor will help you build strategies around your financial goals and objectives, as opposed to selling your products.
IS YOUR FINANCIAL ADVISOR PART OF A PROFESSIONAL ASSOCIATION?Most associations require members to particpate in ongoing training. They also have a code of conduct and a mechanism for handling complaints.
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General Advice WarningThe information contained in this document is not intended to be advice, it is for information purposes only. Where any part of this document is construed to be advice it is General Advice only. It has been prepared without taking into account any individual’s objectives, financial situation or needs. Before any person acts on any information in this document they should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Before making any decision about whether to acquire a product individuals should seek professional advice from their licensed adviser.
