Finding the right money partner

What to consider when choosing a financial planner

AS WE journey through life—from our first jobs to marriage and children, retirement and planning your estate—it is essential to have a certified financial planner. They can guide us through every stage in life, helping us to save enough and leave a legacy for our loved ones.

You need to consider a number of factors when looking for a trusted person to partner with. These pointers will help you find someone you can relate to, and ask to become your adviser.

Professionalism
Accredited financial planners spend many hours on their continuous professional development. Spending this time ‘behind the scenes’ means that they are there to give you best advice based on …