So Who Are The Best Financial Advisors?
We have consistently found over the years that the best Financial Advisors have certain skills and characteristics that truly define their knowledge, ethics, and business practices.
The 10 Characteristics Of The Best Financial Advisors
The Following are the Top 10 characteristics that we recommend you should look for when you meet with our Financial Advisors. The Financial Advisors should:
- Be a member of a reputable dealer group with high standards and quality business systems
- Not sell their own products or offer products just because it benefits them and not you.
- Be compensated with a fee for their service and not just commissions (asset-based, fixed, hourly).
- Be a member of the Financial Planning Association Of Australia or similar quality industry body.
- Have spotlessly clean compliance records with their dealergroup and ASIC.
- Have many years of proven and relevant Financial Advisory experience (planning, investing).
- Have appropriate degrees and recent and current industry certifications.
- Recommend only approved and high quality services and products.
- Be easy to research on the Internet (website, databases, name search, Linked In, Facebook, ASIC).
- Practice nothing less than full transparency for their credentials, ethics, business practices, and services before, during and after you meet them.
What can this site do for you?
Everyone’s situation is different and varied. Some of our clients use this site because they have a tight budget and others may be more interested in quality versus how much they have to invest.
If we could help you access financial planners who have helped others achieve their dreams and goals, would you fill in our two minute form?
While past performance does not guarantee future success, it is a good indicator. Let us know your dreams and financial goals on the two-minute form, you’ll be glad you did.
Who should use this site?
We want you to save your time by making sure you are really serious about seeing a financial planner. Below are some things which will help you make the right decision about using this service.