NSW regional independent financial advisers
- Ballina. Adviser: James Cruz. Company: Evolution Financial Planning. …
- Bungendore. Adviser: Philip Harvey. Company: Construct Wealth. …
- Newcastle. Adviser: Kyle Frost. …
- Orange. Adviser: Daniel McGregor. …
- Shellharbour. Adviser: Richard Barber. …
- Sydney. Adviser: Stephanie O’Connor.
Likewise, how do I pick a financial planner for retirement?
To find a financial advisor, first, identify your specific demands and goals, then look for an advisor who fits them. Take recommendations from people you trust, ask for references and consider finding a fee-based advisor instead of one paid solely on commissions.
| Fee type | Typical cost |
|---|---|
| Hourly fee | $200 to $400 |
| Per-plan fee | $1,000 to $3,000 |
Beside above, how do I get independent financial advice?
You can find independent and restricted advisers on their website. VouchedFor at www.vouchedfor.co.uk. You can find independent and restricted advisers on their website.
How do I know if my financial advisor is independent?
Financial advisers can only legally describe themselves as being ‘independent‘ if they do not receive any commissions (unless rebated in full to their clients), volume-based payments (i.e. payments based on how much business they send to a financial product issuer) or other gifts or benefits from a financial product …
What qualifications should an independent financial advisor have?
All financial advisers will have to have a minimum qualification equivalent to an undergraduate degree, regardless of the type of advice they provide. All advisers now have to meet QCF level 4 – the equivalent of the first year of a degree.
Is it worth paying a financial advisor?
A good financial advisor can improve your investing strategy, boost your budget and help you reach financial goals. Overpaying for an advisor, however, can cause fees to chip away at those benefits. Of course, financial advisors don’t typically work for free.
Should I hire a retirement planner?
While some experts say a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds.