Hello,
Would anyone be able to help me with what to look for in a financial planner and how to find out about their track record and performance? Any financial planning company / individual recommendations to use or to stay away from, in NSW?
Thanks!
Cheers, Aqualife
Hi Aqualife
What is it you are wanting the Fin Planner to do ?
As far as performance this is difficult as each client has separate requirements when it comes to income, growth or risk.
For example what we might recommend for a client coming upto retirement would be totally different to a client in his mid 20's and wanting to start building his wealth.Richard Taylor | Australia's leading private lender
Hello Richard,
I would like the financial planner to offer advice on a timeline, what to do, what not to do, the risks, opportunities to look out for – basically quality of detailed information, rather than general information. What type of research can I undertake in finding out the quality of information which can come from financial planners?
With thanks, Aqualife.
I agree with what you want from a FP and certainly what we offer our clients.
Proactive rather than reactive but have to say good luck in finding someone like that as most merely work on half yearly / yearly reviews and then look make changes then.
All a matter of number of clients and so many hours in a day.
Sorry cant recommend anyone in NSW to you.
Richard Taylor | Australia's leading private lender
I refer my clients to 2 financial adviser firms depending on the client and their needs.
Navigate Wealth – Peter
Financial Spectrum – BrentonBoth based in Sydney CBD
Hope that's of help!
Fletcher Tax Accountants
http://www.fletchertaxaccountants.com.auAll,
Thanks for your advice.
Cheers, Aqualife
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