Choosing a financial advisor in a city like Perth can be daunting. There are so many that it can be difficult to know who is legitimate and who isn’t. Sometimes it seems like anyone can hang a sign on a door and tell people they are a “financial advisor.” Here are some tips to finding the perfect financial advisor for your needs.
Trustworthy Firm
You want a financial advisor who works for a trustworthy firm. This can be a local firm or it can be a national firm. Whatever the case, you want your financial advisor to work with a firm that has a track record of success. You want a financial advisor whose company has much more to lose by misleading you than they have to gain.
Experience
You want an experienced financial advisor. If you do get a beginner, you want to make sure that they are being mentored by someone else in the company with a lot of experience. The stronger the company behind the advisor, the more likely it is that the advisor is subject to constant review and feedback to ensure high quality performance.
Results
You want a firm that has a great reputation for obtaining results for their clients. This is usually the result of a variety of factors, leading to the next requirement.
Access to Services
The best scenario is to have a financial advisor who has access to a wide range of services under one roof. This makes it a lot easier to organise and protect your investments. It also adds another layer of accountability to the firm that is handling your money.
Why Approved Financial Planners?
We recommend calling Approved Financial Planners. We are trustworthy, experienced and we are associated with the largest independent wealth management company in Australia: AMP. We had a long track record of success before our association with AMP and now we have access to their entire network.
Call 08 6462 0888 today.