Choosing an advisor

How do you find an advisor?

There are many ways to find an advisor. These include personal recommendations from friends and family, through your bank, the internet or the phone book.

We can also help you find an advisor in your local area. Click here to register your interest online.

What should you look for?

Your relationship with your advisor is key to establishing a successful financial plan. It is important that you look for an advisor who is:

• Qualified and authorised to advise you on all the money matters you may be interested in;
• Effective at communicating with you, including listening to and answering your questions and explaining terms;
• Able to understand your ongoing needs and works to accommodate them within your financial strategy;
• Experienced in dealing with people in a similar situation to you; and
• Clearly outlines their expertise and the service you can expect.

As the relationship with your advisor has the potential to become a long term one, you need to feel comfortable with your advisor on a personal and business level.