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 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 that 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.
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AuthorTop 10 Financial Planner Archives
November 2020
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