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What Makes a Good Financial Advisor?

what makes a good financial advisor? Hallam Jones Rotorua

Have you thought about working with a financial advisor but are not sure where to start?

Here are our Top 5 tips on choosing the right financial adviser for your situation.

  1. A good financial advisor helps make complex financial concepts easy to understand.
  2. They give you trust and confidence in their expertise and professional recommendations.
  3. They are experienced financial professionals with significant experience and a recognised industry qualification.
  4. A good financial advisor will take the time to understand your financial goals your capacity for risk and develop an effective and personalised strategy.
  5. A good financial advisor will meet with you regularly to ensure you are comfortable with your ongoing financial strategy.

Do you want to talk to an experienced financial advisor you can trust?

Want to find out more? Simply give Mark Jones a call on 0800 404 202 or send him a message.

This post has been provided for information purposes only and is not intended as a substitute for specific professional advice on investments, financial planning or any other matter. Read our disclaimer notice and privacy statement.