Important Factors When Choosing A Financial Planner & Adviser

11 August 2017

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 is 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 who 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.