5 Questions that will help you find a financial adviser


Whether it’s deciding to buy a new home, getting your finances in order, planning for retirement or your children’s education, or simply not having the time or expertise about financial issues, you can work with a financial adviser. The following questions will help you evaluate financial advisers to find the one that’s right for you. 

  1. What experience do you have?
  2. What are your qualifications?
  3. What is your approach to financial advice?
  4. What services do you offer?
  5. How will I pay for your services?

Click here for a transcript of my discussion with Siki and the podcast about how to choose a financial adviser.

You might want to read these tips for when you are financing a car