Choosing to partner with a trusted financial planner can be a difficult decision. You have worked incredibly hard and have been successful in your business life. You want to work with a fellow professional who you can trust to put your money to work for you.
You want peace of mind that they have the professional skills to understand your entire financial position – your investments, your structures, your tax, your accounting and your Self Managed Super Fund.
You want a financial sounding board – someone one who identifies good investment opportunities for you and who prevents you making financial mistakes. You also want the comfort that your financial planner that they will be there for you and your family for the long term, not retire themselves in a few years.
Below we share some insights into how to choose a trusted financial planner.