E-book: Choosing the Right Financial Adviser

Choosing the Right Financial AdviserClick here to obtain your PDF E-book

Table of Contents

  1. Who needs a financial adviser?
    Introduction
    So who needs an adviser?
    Why do we need an adviser?
  2. What does a financial adviser do?
    Brief industry insight
    The role of the adviser
    The planning process
    Benefits
    Ongoing relationship
  3. Things to consider before choosing a financial adviser
    Current financial situation
    Goals, objectives and dreams
    Attitude towards risk
    Investment time frames
    Questions to prepare
  4. Making an informed selection
    Where to start
    What to look for
    Interview process
    Cost involved
    Making your selection
  5. Quick guide
  6. Contact information

Click here to obtain your PDF E-book