Show me the money! How to choose a financial adviser

By Sara Allen

Financial expert, psychologist, friend. Financial advisers can wear many hats and selecting the right one can make all the difference to your wealth, but how do you find the right one for you?

Here’s what you need to know to select the right financial adviser for you.

Here’s what you need to know to select the right financial adviser for you.

Investment Guides

Click Here

Knowing when you need financial advice

People decide to get advice for a range of reasons – sometimes it could be a change in financial circumstances; or lack of time to do it themselves.

Investment Guides

Click Here

Your financial goals
VS
Your financial adviser’s specialties

Part of the role of a financial adviser is to help you set your financial goals and a strategy to meet these.

Different financial advisers often have different specialties which can govern whether they are the right person for you to talk to.

Investment Guides

Click Here

Check the license

In order to give you personal advice, financial advisers can either hold their own AFS license, or be an authorised representative of a company holding an AFS license.

You can check your financial adviser's AFS License on moneysmart.gov.au.

Investment Guides

Click Here

Investment Guides

For more Investment Guides similar to this from Livewire, click the link below.

Are you missing this tax loophole?

When headwinds rage, blue chip stocks stand strong

How to "time" your bond portfolio, and why it's so important now

What are you actually buying in your ETFs?

... and more!

 Click Here