In two recent articles from Allan Gray and Prudential they highlight key areas to address when selecting a financial adviser. These are:
Allan Gray – Key questions to ask your financial adviser:
- Independence
- Qualifications
- Fee structure
- Ability to grow my wealth
Prudential – Common mistakes when choosing a financial adviser:
- Sticking with an old family associate
- Not checking the adviser’s background
- Blindly following their advice
- Checking to see if they over-committed
- Using the “I” word too much
Where do you find a good financial adviser?
Check out Investonline
Or go to:
Allan Gray: Find an independent adviser
The Financial Planning Institute of SA