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4 Questions You Need To Ask Your Financial Planner

4 Questions You Need to Ask Your Financial Planner

Nowadays, more people are consulting with financial planners to help them create a customised plan — one that could hopefully push them to reach their financial goals. However, looking for a financial planner is no walk in the park. There are plenty of things to consider, and one of those includes ensuring that you and your planner are a perfect fit. 

Since sorting your finances can get pretty messy, especially when you’re trying to create an effective financial strategy, it’s important to ask your financial planner the right questions. By doing so, you don’t miss out on crucial topics that could affect your overall financial plan. 

So if you’re looking into seeking financial advice, keep reading. In this article, we’ve compiled some of the questions you need to ask your financial adviser so you can get the most out of their services. 

1. Can You Create a Financial Plan Based on My Current Situation and Goals?

One of the roles of a financial planner is to help create a plan that will help lead you towards your desired financial future. If you’re asking a reliable financial planning firm, then it’s likely that they’ll accommodate your needs. 

Ideally, you want to work with a financial planner who can create tailored financial solutions to help you out given your circumstances and build a framework to support you in reaching your financial goals. 

2. Can You Provide Investment Advice?

As you grow older, you want to make your money work for you, not the other way around. Because of this, you need to ask your financial planner if they can offer investment advice and guide you on how you can invest your money. 

When you work with a quality financial adviser, they’ll include sound investment advice in your financial plan, allowing you to diversify your portfolio into the various investment options you can get to help your money grow over time. 

3. What Kind of Clients Do You Work With?

Many forget to ask their financial planners about their client portfolio, and you shouldn’t make that mistake. Ideally, you want to work with an adviser who has experience in supporting clients similar to yourself, so you can rest well knowing they are capable of creating a financial plan that best suits your needs. 

When you know that your financial planner has experience working with cases similar to yours, you’ll have a positive overall experience that can help you reach the outcome you want. 

4. What Other Services Can You Provide?

Before you say “yes” to your financial planner, you want to ensure that the services they offer are what you require. If you can’t find enough information on their website, it’s always a good idea to schedule a call/meeting so you can list down and evaluate the services they provide. 

Work With a Financial Adviser You Can Trust

Dealing with your finances can be tricky, but when you start planning for the future, things can get pretty overwhelming, too. That’s why it’s a good idea to work with a financial adviser you can trust, and how do you know if they’re the one you’re looking for? By simply asking the questions we mentioned above. 

These questions should help you determine which financial planner will best suit your needs and consider your current financial situation. This way, you can navigate through your finances and hit your goals in no time. 

Want to learn more tips on financial planning? Check out these interesting blogs!

How Can We Help You?

Sydney Wealth Advisers hold some of the best financial advisers and financial planners in Sydney. Our team of experts work closely with their clients to create suitable strategies that offer peace of mind and help to create the financial lifestyle they desire. 

Learn more about how we can help you today!


DISCLAIMER: The views expressed in this publication are solely those of the author; they are not reflective or indicative of RI Advice Group’s position and are not to be attributed to RI Advice Group. They cannot be reproduced in any form without the express written consent of the author. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice. Newcastle Financial Planning Group, Central Coast Financial Planning Group, Sydney Wealth Advisers, Coastal Advice Port Macquarie and Coastal Advice Ballina Byron are subsidiaries of Coastal Advice Group Pty Ltd which is a Corporate Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.
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