1. Check the register
Look up the planner on ASIC’s Financial Advisers Register. Note the licensee and what they can advise on. Our guide: checking an adviser.
2. Match the specialty
Retirement, SMSFs, business owners, insurance: ask what most of their clients look like.
3. Get fees in writing
Ask for the Financial Services Guide and a fee estimate before you commit.
4. Ask about process and review
What happens after the plan? How often is it reviewed? How do you stop?
5. Location and format
In-person in the CBD near Central and Queen Street, or online. Both work; choose what suits you.
FinForce is at Level 7, 190 Edward Street. Financial planning in Brisbane city.
Sources
General advice warning. This article is general information only and does not take into account your objectives, financial situation or needs. Rules and thresholds change; check the sources above. Consider the relevant PDS and our Financial Services Guide and seek personal advice before acting. FinForce is authorised under Financial Force Pty Ltd AFSL 238337. Shay has been authorised since 18 October 2011.