When you’re trying to navigate your finances and unlock a future of financial freedom, choosing an independent financial advisor that has your back and your best interests in mind is crucial.
Just one quick Google search will unlock a number of different independent financial advisors, but which one will be best for you?
Choosing an independent financial advisor that aligns with your goals and has ample experience in the Australian financial landscape is crucial, at Allied Wealth we have the tools to help you on your financial journey. These are our six key considerations we think you should keep in mind when you are trying to choose an independent financial advisor.
Independent financial advisors are a great choice when you’re looking for an independent financial advisor. Independent advisors like our team at Allied Wealth aren’t tied to a specific financial institution so you can be sure that the advice you receive is completely unbiased and based on your best interests. This independence also allows them to give you objective advice that is tailored to your unique financial situation.
Financial planning isn’t easy, and experience and expertise is crucial to ensure you get relevant advice. When you’re picking an independent financial advisor you may want to consider the number of years experience they have. At Allied Wealth our independent financial advisors have over 20 years of experience so you can be sure you’re getting informed, relevant and tailored advice.
Before you commit to a decision, you’ll want to check out what other people have to say about the services on offer. Checking out client reviews and testimonials is a great way to gauge how satisfied previous clients have been with the independent financial advisor you’re considering. At Allied Wealth, we value your satisfaction – and our client testimonials are proof of our commitment to offering quality advice.
A good independent financial advisor prioritises you and your individual goals and dreams. Pay attention to whether or not your independent financial advisor listens to your concerns and goals, and how well they tailor their advice to your specific financial situation. We are committed to maintaining a client-centric approach to fully understand your circumstances and how we can best help you reach your financial goals.
When choosing an independent financial advisor, understanding how they charge is crucial. You may want to ask for a breakdown of the fee’s to understand exactly how your independent financial advisor is being compensated. Fee transparency is a crucial aspect to build trust between you and your advisor.
You’ll want to look for an independent financial advisor who offers a comprehensive range of services that meet all your needs. Whether you’re after retirement planning, wealth management or wealth growth strategies, our team at Allied Wealth can help you out!
At Allied Wealth, we are committed to independence, experience and your overall satisfaction. If you’ve been on the hunt for an independent financial advisor but haven’t had any luck, contact us for all the tips and tricks you need to find an independent financial advisor who prioritises you with Allied Wealth.