With over 22,000 financial advisers in Australia, choosing the perfect one to help you isn’t easy.
There’s licensing, advice areas, service models, charging strategies, aligned, vertically and horizontally integrated, and that’s before you even get to the technical stuff.
A pretty common question I get asked is how to get started actually choosing a good financial adviser. In this post I cover the key things you need to get right to make a choice that will actually work for you.
Keen to hear more episodes?
Subscribe to How To Be Successful With Money on your favourite podcast platform:
Want to keep making the right money moves with complete confidence?
Upcoming online training events: https://bit.ly/PivotEvents
Book a Money Breakthrough Session with a Pivot Adviser: https://bit.ly/moneybreakthroughsession
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod
Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog