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3 Tips To Help You Pick The Perfect Financial Adviser

3 Tips to Help You Pick the Perfect Financial Adviser

When trying to stay on top of your financial needs now and in the future, it can be tough to develop a plan or strategy you can stick to that will help you achieve your financial goals. This is where financial advisers come in. They offer the financial assistance you need to make sound financial decisions, helping you to craft a plan that will ensure your needs are met while your future goals are also reachable. 

That being said, not any financial adviser will be able to meet your needs. Some are just better than others, and knowing how to pick the right financial adviser is the difference between a financially sound lifestyle and one that’s filled with nothing more than worry.

With that in mind, here are some tips to help you pick the perfect financial adviser for you!

1. Understand What Your Wants and Needs Are

Each person has a specific set of needs and wants to fulfil, and you’ll have yours. Those needs and wants can change quite drastically depending on which stage of your life you are in. Regardless, you must sit down and understand exactly what you want now, especially from an adviser. Remember that a financial adviser can offer many services, such as insurance, estate planning, and retirement planning. Pick the services you need, and consider other services the adviser might recommend to you.

2. Reach Out to a Reputable Service to Find a Financial Adviser

There are many ways to find a financial adviser, whether asking a friend for a recommendation or simply doing an online search. However, we that you reach out to a reputable individual or entity for assistance. This can include your solicitor, lender, a financial advice professional association, and the like. They can connect you to a respected financial adviser that stands a higher chance of providing you with the service you want and need.

Once you get a name, check out their website, look at reviews and complete your due diligence!

3. Meet up with Your Financial Adviser at Least Once

Typically, good financial advisers are aware that people want to meet them at least once and will not charge the first meeting. This is a sign of a reputable financial adviser. That said, at least once, you must meet your financial advisers – even via Zoom. This is your chance to see what they’re like, assess if you will be comfortable having open and honest conversations with them, and allows you to get a better idea of whether they are perfect for you. Ask them plenty of questions, see if they’re good listeners, and note if they are quick and concise with their answers. If they tick all the boxes, you’re good to go! Otherwise, look at your other choices.

Ready to start the search?

It is far better for you to spend the time to carefully go through these steps than randomly pick an adviser you have no idea about what they can do. Bad advice will only lead you to more trouble, costing your current and future financial life. As such, follow the tips we’ve shared and stick to them. Spend the time to understand whether the person you want to work with is right for you or someone else is better. This way, you will be able to pick the perfect financial adviser that will help you build on a financially sound life.

To know more about tips in starting your  check out these posts:

Sydney Wealth Advisers offer professional advisers that work hard to provide suitable personalised strategies to give individuals peace of mind knowing they can finance the lifestyle they want. If you are looking for a financial adviser in Sydney to help you stay on top of your financial needs, book a complimentary meeting with us


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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