Trust. It is a powerful word.
Throw money into the equation and you really want to make sure there is trust.
So do you trust your financial planner?
You would really hope so. After all this is your livelihood at stake.
When looking for a new financial planner, the best way to build trust, is to ask lots of questions.
Assume nothing. Do you own research. Build the trust. Feel comfortable.
Here are 37 questions you can ask your financial planner before starting out:
The Financial Planning Team:
The Planning Process:
“This document or website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision. Charter Financial Planning Limited and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.”