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How to choose a financial adviser
It’s important to ask a financial adviser who you are considering a few key questions to ensure you find the right adviser for you.
It’s important to ask a financial adviser who you are considering a few key questions to ensure you find the right adviser for you.
A National Seniors Australia survey found around 60% of people got (or expect to get) financial information about retirement from a financial adviser.
A financial adviser can help you create a successful retirement strategy to achieve your goals - but first you need a clear picture of what your goals are.
When thinking about your goals, take time to think about what matters most to you. You may want to ask yourself some questions such as: do you want to travel, in Australia or abroad? Where do you want to live? What will you be spending most on? What are your priorities and plans if you should need extra care and support?
When you meet with your financial adviser you can ask questions to help ensure their recommendations are right for you. As an example, we have created five key questions to ask.
What will happen to my Super balance if the share market rises or falls?
As in other areas of our life, sometimes relationships work and sometimes they don’t. If you’re going to have a productive and positive long-term relationship with a professional who is working on something as crucial as your finances, it’s important that it feels right to you.
If the relationship doesn’t feel right, feel free to shop around, there is no harm in visiting several advisers before you choose.