Financial Planners
ABN AMRO Morgans Townsville
Choosing a Financial Planner is one of the most important decisions you will ever make. A scenario you may have experienced: You go to see a Financial Planner
and within minutes of meeting you, they’re telling you how they have
the perfect solution to all of your financial concerns? How can they have the answer if they do not understand the problem? In short they can’t. Simply put, a Financial Planner with a set agenda to encourage you to buy what ever product they sell, is merely a sales person. Is this who you will trust with your financial future?
Would you trust a Doctor who gave you a diagnosis and suggested a course of treatment without asking you any questions?
Our Financial Advisers will spend at least 70% of the initial interview listening to you, and about 30% of the time explaining to you what it is they do and how much it will cost. We use the word “adviser” as a good Financial Planner does more then give you a plan. They are there to assist with the implementation of your plan and any necessary ongoing advice.
Much like a doctor, if we do not have the expertise or tools to assist, we will refer you to someone who does. Even if this means loosing your business. This is what sets us apart from the sales people you will encounter.
To find the right Financial Adviser, we recommend you interview at least three. Then choose the one who understands your concerns, goals and the one you feel most comfortable with.
Below is a guide on what to look for when choosing your Financial Adviser.
1. Qualifications. Make sure they have the necessary degrees to do the job.
2. Experience in the industry. How long have they been doing this type of work?
4. Support. Do they have a large national backed company behind them or are they a small one man band? The more people your adviser has to draw information from the better the advice they can provide you.
5. Depth of the practice. Do they have staff that specializes in different types of investments? Does the company have a range of investments they can choose from or do they only have the one product to sell.
6. Are they experienced in all aspects of the market from index funds, managed funds, direct shares, international shares, property trusts, self managed super funds, hybrid fixed interest products, options, warrants etc.
7. Do you feel comfortable with them? Do they speak to you in a way which helps you understand what they’re doing? If they simply confuse you with a lot of technical jargon then either you won’t understand what they’re doing, or worse they’re covering up their incompetence with technical jargon. Neither will have a good result.
Once you have found the right adviser, then you must commit to them. To do their job properly your Financial Adviser needs a lot of information from you. You need to be 100 percent honest, or else they can’t do their job. Commit to this, and what started from “instant attraction” will grow into a very profitable relationship.
When you are ready to grow your wealth, we are ready to be interviewed.
To get started give us a call on 07 4771 4577. 1. Qualifications. Make sure they have the necessary degrees to do the job.
2. Experience in the industry. How long have they been doing this type of work?
4. Support. Do they have a large national backed company behind them or are they a small one man band? The more people your adviser has to draw information from the better the advice they can provide you.
5. Depth of the practice. Do they have staff that specializes in different types of investments? Does the company have a range of investments they can choose from or do they only have the one product to sell.
6. Are they experienced in all aspects of the market from index funds, managed funds, direct shares, international shares, property trusts, self managed super funds, hybrid fixed interest products, options, warrants etc.
7. Do you feel comfortable with them? Do they speak to you in a way which helps you understand what they’re doing? If they simply confuse you with a lot of technical jargon then either you won’t understand what they’re doing, or worse they’re covering up their incompetence with technical jargon. Neither will have a good result.
Once you have found the right adviser, then you must commit to them. To do their job properly your Financial Adviser needs a lot of information from you. You need to be 100 percent honest, or else they can’t do their job. Commit to this, and what started from “instant attraction” will grow into a very profitable relationship.
When you are ready to grow your wealth, we are ready to be interviewed.
Use our service as a benchmark for other Financial Advisers.
Grow Your Wealth with ABN AMRO Morgans Townsville…
Tailored wealth solutions for all size investors.
No pressure. No obligation. No pesky sales calls.
Tailored wealth solutions for all size investors.
No pressure. No obligation. No pesky sales calls.
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ABN AMRO Morgans Limited
AFSL 235410 A.B.N 49 010 669 726
A Participant of ASX Group
Principal Member of the Financial Planning Association