Financial Planning
Financial Planning is the process of providing advice and assistance for clients for the purpose of determining whether and how clients meet their financial needs and lifestyle goals through the proper management of financial resources.
It is important that you ensure that the person with whom you are dealing has the appropriate qualifications, knowledge and experience to assist you to achieve your goals. The key is working with a trusted Financial Adviser to put together a financial plan that is tailored to your circumstances. Following are a list of questions that may assist you in determining the appropriate person to assist you:
- What are your qualifications and professional designations?
- What advisory services are you authorised to provide to me?
- How will I pay for the service?
- How are the fees and commissions calculated and deducted?
- Do I get detailed information about the actual commissions and other benefits my adviser gets from making the recommendations?
- Will you give me advice that is suitable to my investment needs and financial circumstances?
- What should I know about any risks of the investments or investment strategies recommended to me?
- What information do you maintain in my file and can I examine it?
- Can I tell you how I wish to instruct you to buy or sell my investment?
- Can I set up a system that allows me access to you to review my investments?
- Who can I speak to if I have a complaint about the advisory service?
Choice Future planning is committed to ensuring that our clients receive advice that is relevant to their individual circumstances. To this end, we have included the answers to these questions in our Financial Services Guide, which readily provides answers to the most commonly asked questions.
Our initial consultation is free of charge and our process will provide you with professional advice and personal service that will help you to achieve a secure, comfortable life, free from worry.
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