Infinity

Whilst we do not believe the recommendations set out in the recent Royal Commission into Banking were impactful enough, they have been beneficial in educating consumers about issues surrounding the financial advice industry. This is undoubtedly a good thing.

One of the most important issues the Commission highlighted is the need to ensure a high level of care is taken when choosing your financial advisor. Unfortunately, some organisations and individuals in our industry have not always held client well-being as paramount.

Choosing the right financial advisor

With this in mind, we have put together a guide to help you choose a financial advisor who is right for you. Throughout the guide, “5 Questions to Ask your Financial Advisor”, we list questions that we recommend you ask when you first meet with a financial advisor. Based on the advisor’s response to these questions, you will be able to determine whether they are the right fit for you.

This guide covers topics such as fee structure, how money is invested and how your goals will be met. By asking a financial advisor these questions when you first meet, you can ensure your relationship is transparent from the start and that you are both on the same page. This is how you will achieve your financial goals.

To download our guide, “5 Questions to Ask your Financial Advisor”, click the yellow button below.

Infinity Financial Advisors, Newcastle Financial Advisor Firm

Get in touch

If you have any questions about choosing the right financial advisor, please get in touch on (02) 4047 1888. I’d love to catch up for coffee.

Thanks for reading,

Andrew Masson