How to select your Financial Planner
To implement a successful strategy, you must choose the right financial adviser to assist you to make good decisions.
What to look for in choosing your financial planner?
1. Make sure they are licenced to provide investment advice. Check the ASIC Website “financial advisers register”
2. Ask about any relationships your potential financial adviser may have with any product providers; their practice may be owned by a product provider and because of that financial relationship their advice may be conflicted.
3. Ask a simple question “Do you have any Conflicts of Interest”.
4. Ask to see a sample of their advice.
5. What do you want from financial advice? A good financial adviser will assist you to make good financial decisions and most importantly they will keep you on track to achieve financial success.
6. Ask for a Financial Services Guide as it explains their services, fees charged, their AFSL number and their complaints handling procedures.
- IMPORTANT
Your relationship with your financial planner will be based on “trust” and any advice given MUST be in your Best Interests and free from any conflicts of interest.
At Price Financial Intelligence, we are NOT associated with any of our recommendations in any way (financial or otherwise) and we are only paid by our clients for our services.
We do not receive any income from investment products or providers. The only exception is life insurance commissions which allows our clients to buy life insurance without any fees attached. We allow our clients to select the life insurance of their choice, and we only process the paperwork.
In providing this service, PFI will be arranging on your behalf as our client to apply for, and acquire, a range of financial products. These may include financial products in the form of a bank deposit account, Managed Investment Scheme, Superannuation interests and securities. PFI holds appropriate AFSL authorities to offer these services.
PFI’s financial product advice is factual information and is statement of opinion on the suitability of a particular investment which may or may not be suitable for inclusion in your Client Directed Portfolio.
In providing general advice PFI, the advice provider does NOT take into account your own objectives, financial situation or needs and you should consider if the advice is appropriate for you before acting on it.