Important Factors when Choosing a Financial Planner & Adviser

A recent Australian study conducted by Hall & Partners Open Mind asked what are the most important factors when it comes to financial advice?

1. That the financial adviser is independent 61%

2. That the financial adviser has specialist knowledge (e.g tax) 56%

3. That the financial adviser has relevant accreditation 52%

4. The financial advisers track record 47%

5. The cost of the advice 43%

6. Recommendations for the financial adviser 28%

7. Other 4%

As shown above the majority of respondents are looking for a knowledgeable independent adviser that can be trusted to give high quality recommendations.  Make sure you look for these qualities when appointing a financial planner to look after your wealth.

Visit choosing a financial planner for more information.

 

 

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