Finding the right financial planner Sydney is key

It is said that you cannot compare past performance to future results. You may not have control over what your money does, but you have control over who does what with your money.

Your financial planner in Sydney is crucial to your success, so it makes sense to be certain you have the right financial planner tending to you and your investments.

A few specific questions to ask in order to make an educated decision about financial planners are as follows:

What are their specific fees?

Many times the financial planner has their fees listed on their website, but it is never a bad idea to confirm and ask about any hidden expenses. Ask if there are initial planning fees or if the planner earns a percentage from assets you have under their management. In rare cases they only earn a fee if they sell you a service. However, knowing this will help pinpoint their motivations beforehand.

What services do they offer?

You may initially think that all Sydney financial planners offer the same services, but this is not correct at all. Some are only advisors and assist you in making decisions on your investments. Others actually specialise in retirement, real estate, insurance, and estate planning.

You will want to make certain you hire the planner that handles the task you want done.

Can they offer a sample financial plan?

This can vary per financial planner you meet with. While one may provide you with a 25-page detailed sample, others may provide you with just a few screenshots to showcase your financial situation. Regardless of which type of sample they present you, this is a prime opportunity to ask questions. If there is something you do not understand, make sure to have the planner clarify it.

What is their availability?

Depending on your own needs you may want a planner that will offer quarterly meetings. However, there are plenty of financial planners that only offer an annual meeting. Depending on what you require, you may feel comfortable having only an annual meeting, but if you require more interaction be sure to make that clear and that the financial planner agrees to it.

Find a recommended financial planner in Sydney right here

If you are looking for a reputable financial planner in Sydney, you can also try one from our Tradebusters Connect Top 3 Local Choice directory. The details of highly recommended financial planners in Sydney are listed here and you can contact them directly today.