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.

TIP 1 If a planner can explain in detail how they give advice… use them.

TIP 2 If they follow a process for servicing you, use them.

TIP 3 If they explain how they charge in detail, use them.

TIP 4 If they have an ongoing service agreement, use them.

Questions you need to ask

• Will you receive good returns without too much risk?
• Will you receive excellent tax planning advice?
• Will all fee schedules be disclosed prior to making a commitment?
• Will you receive a money back service guarantee on the initial advice given?
• 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?

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