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IMPORTANT FACTORS WHEN CHOOSING A FINANCIAL PLANNER & ADVISER

8/11/2017

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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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  • About Us
  • Services
    • Retirement Planning
    • Property Investment Advice
  • Hints & Tips
    • How to Choose a Financial Planner
    • How Much Do I need to Retire
    • Financial Planner Questions
    • Financial Planner Courses
    • Medical Professionals - GP's Doctors Dentists Surgeons
  • NSW
    • Sydney
    • Newcastle
  • VIC
    • Melbourne
  • QLD
    • Brisbane
    • Gold Coast
  • WA
    • Perth
  • SA
    • Adelaide
  • ACT
    • Canberra
  • TAS
    • Hobart
  • NT
    • Darwin
  • Blog
  • Contact