With the latest revelations about systemic misbehaviour by banks and other financial services providers like financial planners, you may wonder how on earth you can still find a good adviser.
A while ago, I wrote this practical guide specifically for doctors and dentists, because from experience I know that healthcare professionals typically don’t ask their peers for a referral, but instead prefer to do their own research.
You can download it HERE
I trust you will find value in it.
In summary, you should look out for the following:
1) How do they get paid? Do they get paid by anyone other than yourself, e.g. through commissions?
2) What sort of advice do they provide? Many so-called specialist advisory firms have a distinct property investment focus. Is that right for you and does it make sense? Are they merely trying to sell a product, and is the advice simply a conduit for that? Do they practice what they preach?
3) Can they provide you with references/testimonials of clients similar to yourself? Do they specialise in working with people like yourself?
If you have any questions, please feel free to contact me on 0432 885 295 or Yves@affluenceprivate.com.au.