You may consider getting help from a financial planner for a number of reasons, whether it is deciding to buy a new home, planning for retirement or your children's education, or simply not having the time or expertise to get your finances in order.
Whatever your needs, getting help from a financial planner can be a significant step in securing your financial future.
The questions in this brochure will help you interview and evaluate different financial planners to find the one who is right for you.
You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

1. What experience does the planner have?
2. What are the planner's qualifications?
3. What services does the planner offer?
4. What is the planner's approach to financial planning?
5. Will the planner be the only person working with you?
6. In what way will the planner be remunerated?
7. How much does the planner typically charge?
8. Could the planner's recommendations undulybenefit anyone else?
9. Has the planner ever been publicly disciplined for any unlawful or unethical actions in his/her professional career?
10. Can our agreement be put in writing?

Find out the answers of the above questions by downloading “What questions to ask a financial planner?”.

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