How to find the Best Financial Planner in Australia for you!

Here are some of the ways to find the best financial planner for you:

1. Check the Financial Adviser is on the ASIC Financial Adviser Register.
   

2. Ensure the adviser takes the necessary time to understand your situation, goals and objectives before you are asked to proceed. Advisers who offer a thorough obligation free initial appointment are ideal because they are investing the time in the relationship with you and can be transparent and considered regarding if and how they can help.
   

3. Ensure you have a personality fit.
   

4. A skilled financial planner should ask great questions to understand you and the goals you are looking to achieve and spend more time listening to you than talking.
   

5. Qualifications and experience: The CFP designation is considered the Financial Planning benchmark. You should ask an adviser whether they have experience working with clients in a similar situation to you.
   

6. Does the adviser offer a state of the art service: for example does the adviser offer a mobile app and a secure client portal making it easy for you to work with them?
   

7. Does the advice feel personalised? You should feel like the advice is bespoke to you and clearly shows how you can reach each of your goals and objectives.

   
   

8. Social media - Can you get a feel for the adviser from social media, google reviews or their website?
   

9. The fees you pay should be clearly articulated and the adviser should demonstrate that the advice puts you in a better position net of adviser fees. Percentage based fees as a portion of funds under management should be looked at with a degree of skepticism unless it can be demonstrated how that relates to the level of service and the value of the advice.
   

10. Does the adviser get back to you personally in a timely manner and make you feel like an important client?

You can book an obligation free initial appointment with us to see if we are a good fit for you!