Financial security can bring peace of mind, a sense of financial freedom, and open up new opportunities. But achieving this sense of space in our finances can feel out of reach. Even receiving a fat paycheck doesn’t dissolve the need to manage money and make complex financial decisions day after day.
A good financial planner can be your sounding board, providing guidance through financial decision making in a way that should put a pin in your stress. Even more important, they can create a plan for your finances that streamlines and automates your progress towards financial security. However, finding the right advisor can be time-consuming and it can be difficult to know if you’ve made the right choice.
We started Top 10 Financial Planner as a way to connect Australians to the best financial planners in their region. While there is an abundance of finance experts, finding the right one that you’re comfortable with and that offers the services you need can seem difficult. As a result, people's financial goals were being delayed or put off altogether. We wanted to change this.
We spent time on research and getting to know the market and developed our selection process to find the best financial advisors in the country, to make your research and choice easier. We have a strict criteria on which advisors we list, so you can trust they are the best in your city. We endeavour to update our listings whenever appropriate to keep them fresh and relevant.
Would you like to know more about the qualifications we use to select our advisors? Visit our Financial Planning Qualifications and Courses page for more information.
Financial Advisors can help you secure your financial future through a number of different services. After seeing a financial advisor, you can expect to have:
As you’ll see in our listings, different advisors often have different speciality areas, however many advisors will offer some or all of the below services.
Deciding if you’re ready for a financial advisor or if they offer the services that you’re looking for is something that you should do as part of your research. Some advisors have minimum investment requirements, while others have fee structures that are more accessible. We recommend reading through a few resources that we have linked below to help you decide if you’re financially ready to start a relationship with an advisor.
My Wealth Solutions has a useful article on being financially ready.
Read Moneysmart’s breakdown on fee structures