We tend to hear this question a few times. We think it stems from the feeling that everyone has
their own hidden agendas. Below are a few things we consider important. Some may be important
to you, some might be less relevant.
1. Not aligned with any product providers.
We like the idea that the adviser is free to essentially recommend the best product for you. Not
the only product they can recommend.
2. An adviser fully qualified to talk about all types of things.
Imagine if your adviser didn’t have the ability to discuss home loans? How could that really be
beneficial? Your home loan is probably the biggest financial commitment you will ever make.
What about managed Funds or even Investment properties. Can you adviser really talk about
everything?
3. An adviser that speaks your language.
The financial planning world is confusing enough. You may want an adviser that can at least
simply it all for you. You are going to be spending a lot of time with this person, you may as well
like how they hold a conversation
4. Working hours.
Some advisers work the same hours as you. How is that going to really work? If your work is
demanding, you may need an advice that is open on weekends or after hours.
5. An adviser with support staff.
There are only some many hours in the day. If your adviser has no one to help them process all
that paperwork, then we doubt they could possibly have enough time for you.
Obviously, the above is simply opinion based but one thing is for sure, if you have any questions
with your future adviser, we suggest you just ask them.