The federal election brought about lots of noise around potential policy changes and the implications on many peoples financial plans and structures. Now, with the election over and many of the questions over mooted policy changes and their impacts on super, negative gearing and franking credits somewhat settled, there has never been a better time to see an adviser to help secure your financial future. But how do you choose the right adviser for you?
We’ve published plenty of articles previously on finding a planner, offering tips on how to find the right adviser for you and also included the reasons for doing so. We’d encourage anyone who is thinking about getting advice to take a look at these. They will help you understand the process of meeting an adviser and the types of questions you should ask.
But the first port of call when you’ve decided you want to engage a financial adviser is finding and choosing one. How do you make that decision?
It’s great if you have a family member or friend who can recommend an adviser to you, but you want to be sure the adviser is suited to your personal needs - an adviser who specialises in insurance (who help you Nan and Pop) may not be the specialist you need as a single 20 or 30 something.
If you have no personal recommendations – obviously you can find an adviser in your area using our Adviser Ratings find an adviser search tool. If you already have an adviser in mind – you can also search for the adviser by name on Adviser Ratings.
It’s good to do a bit of research. You can usually find out lots of information about advisers from their own website, facebook page or even linkedin. These types of sites are controlled and administrated by advisers or their companies, and they will undoubtedly tell you the adviser is fabulous!
Real Consumer Feedback
But who better to tell you what the Adviser is really like than an existing or past client? Adviser Ratings is the most extensive online review platform where you can rate and review an Adviser. The key feature of our site is its independence - as a consumer looking for an Adviser, you can read client uploaded testimonials (because we know an adviser isn’t going to put any negative reviews on their own website!)
These genuine client reviews are a fantastic way to help you choose an adviser, and the advisers profile will also have key information of what the adviser specialises in, their qualifications, years of experience and many other enlightening pieces of information.
An adviser with plenty of client reviews is one who is definitely proud of what they do and willing to take client feedback on board in order to improve their service to you. If you’re looking for the services of a financial adviser, we strongly encourage you to check out their client reviews on our site to help you make what can be one of the most beneficial and rewarding decisions in your financial life!