Choosing a Financial Planner

WHO WILL HELP YOU ACHIEVE YOUR FINANCIAL GOALS

Choosing the right advice provider is an important decision. In order to decide carefully, don’t rush your decision! The following are some basic tips to help you in your decision-making.

Questions you need to ask

financial planner

Will you receive good returns without too much risk?

Will you receive excellent tax planning advice?

Will you receive good returns without too much risk?

Will all fee schedules be disclosed prior to making a commitment?

Will you receive a money back service guarantee on the initial advice given?

financial planner
financial planner

Will you receive a service guarantee that ensures that you will be looked after every year into the future?

Are there any hidden exit fees or other fees?

Will you receive excellent advice at a reasonable price?