In today’s day and age one of the most important things that people stress on is managing your assets and / or finances. This is simply because success and happiness is in a way measured by how well an individual, a business or a family is doing financially as well as how much their assets weigh against their name.
Keeping this in mind, majority of people who have decisions to make about their savings or are just plain indecisive about what they need to do or what their next step with their finances is when one calls upon the services of a financial planner Penrith.
As this sounds like quite a reasonable as well as an easy option to choose it is very important to make sure that you chose the right individual to handle your assets and finances.
Putting this information into the hands of an inexperienced or unreliable financial advisor Maroochydore could leave you regretting that decision for a long while. And so, in order to find the right person that you can choose to handle your finances, here are 3 simple questions that you will need to ask him or her besides how much of experience that they have in the field.
What services do you/does your firm provide
A lot of firms provide you with investment advice while other people also offer financial planning around retirement, insurance and tax planning. And so, knowing this well in advance will leave you making the right decision which will cater to your needs. If you are not interested in having your consultant look into other things besides your current finances, you can use that information to make sure that you choose the right firm which excels in that area to take you over.
Know how much they charge for your services
The next thing that you will need to ask your consultant and look into is his or her charges. Do they receive a percentage for managing your finances and how much will you need to spend overall for your long term service?
Know how much contact you have with your advisor
And finally you will need to know whether or not it is possible to get in touch with your advisor if you have any concerns or questions. This is because some individuals are comfortable enough to chat to his or her advisor annually or bi-annually even. Know how regularly you will want to have a chat with your advisor and ask him or her if that fits his or her schedule.