If you’re looking for a financial adviser, you’ve come to the right place. At Tangle Financial Advisers we’ll help you make sense of your finances and develop a plan that’s right for you. We can also take care of all your accountancy needs, including helping with tax returns, end-of-year accounts and payroll services.
What can I expect from the first meeting with a financial adviser?
When you meet with a financial adviser Auckland, you can expect to be asked questions about your current financial situation and goals. Your adviser will want to know what type of risk tolerance you have. They’ll also ask about how much time you’re willing to invest in managing your money.
The questions will vary depending on if an investment professional or a life insurance agent is meeting with you, but they can include anything from:
- How much do you currently make and spend each month?
- What are your long-term financial goals (e.g., buy a house, save for retirement)?
- Do you have any investments that aren’t performing well right now? If so, how many years would it take before their value increases by 10% again before selling them off?
Are there any additional fees?
If you want to avoid additional fees, make sure you ask your financial adviser:
- What are the additional fees?
- Will they be charged any additional costs?
- How much will this cost me?
How will my information be protected?
You should know that your information is protected. Financial advisers must follow strict privacy laws, and they must be registered with the Financial Markets Authority (FMA). They also have to sign a confidentiality agreement and adhere to the Code of Conduct and Code of Professional Conduct.
How do I choose the best financial adviser?
When it comes to choosing the best financial adviser, make sure you ask for references. Your financial adviser should be able to provide at least two or three of their clients so that you can speak with them and get a better idea of how they work with their clients.
If you are looking for a trustworthy personal accountant or business accounting services, then ask your chosen advisor if they offer these services. The more services they offer, the better chance they will have of finding something that works for both parties involved.
Some good questions include: What qualifications do you have? What professional associations do you belong to? How much does it cost per hour/session/month? How long before I see results from working with them (for example will there be changes within six months)?
The right financial adviser could make all the difference to your finances.
A financial adviser could be the key to your success.
If you’re looking for someone who can help you make decisions about your money, manage your money and save it, or invest it, then a financial adviser is the right person for you.
Financial planning is a huge commitment, and it’s an investment in your future. If you’re ready to get started on the right path to financial success, talk to your financial adviser.