Choosing the right financial planner

Choosing a financial planner can be a difficult process. It’s important to find one that you can trust with your financial future.  As a professional financial planning organisation, we strongly advise a thorough due diligence process. In this eBook we tell you what you should be looking for, including appropriate licensing, registration, professional credentials, payment structures, conflicts of interest and identifying the specific services you need.

 

What you’ll learn about in this free eBook:

  • Why you should use a financial planner
  • The role of a financial planner
  • The financial planning process
  • Things to consider before engaging a financial planner
  • Finding a financial planner
  • The first meeting

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Choosing the right financial planner