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How do I choose a financial adviser?

The title 'financial adviser' is often misunderstood. This is partly because the title is used to describe advisers that work for - or are affiliated with - banks or superannuation funds. FMD Financial is not owned by - or affiliated with - another financial institution, and charge a fee for service based on your individual needs.

The ability to put your needs ahead of all else is crucial to getting quality financial advice in good times and bad, so be sure to ask whether an adviser you may be considering is affiliated with any other financial institution. As well as ensuring you will always come first, you should also ask about an adviser’s experience, industry background, professional qualifications and client recommendations.

Evaluating a financial adviser

Once those boxes are ticked, the rest of the decision is about getting the right personal fit. You need to be comfortable that your financial adviser understands you and what you want from life. They also need to know what you want from them. Maybe you’re great at managing detailed day to day finances and need someone to help you see the bigger picture. Or maybe you already have a vision for your financial future and you’re looking for an ‘architect’ to build the plan to help you get there.

As with any close relationship, it’s important to feel you can communicate effectively with your adviser and establish a good rapport. If these elements are right you'll have a strong foundation for building a long-term relationship with a financial adviser you can trust - one of life’s true assets.


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