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A financial adviser is a professional who considers all your financial needs and goals to help you achieve financial freedom.
A good financial adviser is a professional who considers all your financial needs and goals, and has the knowledge, experience and support to give you Advice That Matters™.
The right financial adviser can become your financial partner for life and will coach and guide you to do great things. It is therefore important that you take the following into account before making a decision.
Ask to see the adviser’s training credentials and FAIS accreditation, as well as the products and services they can provide.
Get referrals from people you know and trust, or choose a financial adviser who represents a respected financial institution.
Look for a financial adviser who has access to a range of specialist support services to suit your specific needs.
A good financial adviser will assist in taking stock of your personal circumstances and regularly update your financial plan to help you reach your goals.
A good financial adviser provides guidance and support that is tailor-made to your unique circumstances.
Good financial advisers are passionate about empowering their clients to achieve their goals.
Your financial adviser should be able to identify with your personal circumstances and priorities to better help you realise your financial goals.