Choosing an Advisor Quick Guide

1.Consider your current situation
Begin by thinking what your concerns are related to your financial situation. Have you identified your goals and dreams are? Have you considered what your attitude towards risk is and what sort of investment time frames apply to your situation? Having a good understanding of these things before seeing an adviser will benefit you both. 

2.Seek potential advisers
Consult family, friends and even professionals such as accountants for potential referrals. You may search in a phone directory or on the internet also. Only deal with licensed advisory businesses. Make a list of potential advisers and organise an initial interview.

3.Prepare a list of questions
It's important to have ready a list of questions that relate specifically to your personal needs as well as any other questions that may assist you in making an informed selection. This will also allow you to control the flow of conversation.

4.Interview potential advisers
Using your list of prepared questions, interview potential advisers to ascertain who is best suited to your needs and requirements. At this point you should also be provided with Financial Services Guides (FSG) from each.

5.Make your selection
Finally, review all FSG to understand all fees, commissions and remuneration, plus take note of any testimonials and other supplied information. You should now be able to make a confident and well informed choice of which adviser to select.