Finding a financial adviser who you think you will be able to feel comfortable with is probably one of the hardest parts of the process and it is impossible to guarantee you will make the right choice so what can you do to improve your chances?
ASIC has published some information to assist people with their search for a financial adviser and as you can see there are a lot of things to consider in selecting a financial adviser. While the ASIC information doesn’t have all of the answers it certainly gives you plenty of things to think about and gives you some insights into the financial advice profession.
In our experience, it is important to understand in detail the story behind the financial adviser and their business. A recommendation from someone you know and trust is a good place to start when you are commencing your search for a financial adviser.
HOT TIP: Before you sign up and commit to financial advice, make sure you understand how much the initial advice will cost, how much it will cost to implement any recommendations, how much the total ongoing portfolio costs will be on a per annum basis and finally how much it will cost for an ongoing advice service if one is required. Complete transparency is very important.
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