When it comes to seeking correct financial advice, finding a right advisor is never an easy task.
There are many ‘professional’ financial advisors, who on the surface come across as unbiased and say that they have their client’s best interest at heart. Unfortunately, some of these advisors tend have their own agenda.
When seeking to hire any financial planner, you should always go with an independent financial advisor. This will ensure the advice given is unbiased, as the financial advisor will not receive commission from bigger companies, for passing on their products. This is particularly rife in the aged care financial advice industry.
Other things to consider when seeking financial advice.
List down your needs
Prior to hiring any professional financial planner Sydney, it is important for you to first list down your personal needs and requirements. When you come in for your consultation, be sure to bring your list in with you. You may even want to consult family and close friends about your list prior to the visit.
Spot the difference between a financial advisor and “salesperson”
The sole motive of the “salesperson” is to sell their products/ services and collect commission. A salesperson won’t always have your long-term goals and best interest in mind.
An independent financial advisors will utilize their knowledge and skills to help you achieve your long-term financial objectives by guiding you to make the right financial decisions.
Appoint a local based financial advisor
Although, distance matters less in today’s digital environment, there are still advantages of hiring a local Sydney-based financial advisor. Vince & the team at Plutus Financial Guidance are able to take meetings and calls at short notice. If your financial situation changes, or something important is to arise, we are here for you.
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