Hi Compleks
With regard to a "good financial planner", I believe most people want the following (not in any particular order):
- independent advice
- their needs and objectives understood
- education
- timely responses
- peace of mind
- financial security
- wealth creation plan
- transparent fees and/or commissions
- not paying too much for advice
- advice in their best interests
I would be more than willing to have a chat with you. Also, I am based in Melbourne. I do not charge for an initial chat over the phone or a face to face meeting for up to 1 hour.
All the best with your search.
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Andrew Newman - Financial Adviser
Superannuation & Insurance Specialist
The above information doesn’t take into account your personal objectives, financial situation or needs. It’s important for you to consider these matters before making any financial decision.
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