Local Financial Planning in Montrose VIC

Questions to consider when selecting your financial planner

A financial planner will help you set your financial goals and create a plan to achieve them. Have a look at some important questions to consider when choosing a financial advisor.

• What is the personal financial planners’ qualification, experience and employment history?
• What product areas does the financial planning advisor provide advice about?
• What industry associations, financial planning companies or firms are associated with this advisor? Check the financial advisor’s register for additional information on the advisor.
• How is the advisor getting paid and how does it influence the advice they give you?
• How is the advisor incentivised to act in your best interest? Good financial planning for retirement can steer you on the right path for the rest of your life.
• What is your advisor’s track record? That is how are their clients doing on their financial journey?

It’s more important than ever to get reliable and tailored financial planning advice. Request a booking from a financial planning company or firm near you!