Choosing to see a financial adviser can be an important step in planning for your retirement. Being prepared ahead of time with a list of questions can help you get the most from your meeting.
Preparing for your meeting
Before your first meeting with a financial adviser, think carefully about your lifestyle goals. Write down a list of questions that cover everything you want to know. It might be a difficult financial concept or something about your super or investments that you don’t understand.
In your first meeting, take some time getting to know your adviser and building that working relationship.
Make your own list that’s based on what’s most important to you.
Get started with some of these questions:
- Can you tell me about your background?
- What is included in your services – and what isn’t?
- Will you implement my financial plan, or will I?
- How long will the whole process take?
- What is your approach to investing?
- How will you communicate with me?
- What information will you give me and how often?
- Is there anyone else who will be working with me?
- Who will be managing my investments?
- What is your fee structure and what are my options for paying?
- How often will we meet to review my financial plan?
What’s next?
What should I bring to the first meeting?
Plan for a productive first meeting with your financial adviser.
What can I expect to happen?
While each financial adviser has their own process, this is what you can expect.
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.