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Transition to Retirement Recent Posts

Meeting with a prospective planner

 

Before your first meeting
 
Once you have a list of financial planners who may suit your needs and location, we suggest you make a few calls to narrow the options and arrange to meet at least a couple. When asking to meet, it’s a good idea to say that you will talk to more than one financial planner before making your decision. Most will welcome the opportunity to meet you on this basis.
 
Thinking about what you want
 
Prepare for your first appointment by making notes on your financial goals and what you want from your planner. You don’t need to go into too much detail at the first meeting but once you have chosen your financial planner you will need to give details such as your income, debts, what you own and your future financial expectations.
 
Ask questions!
 
Use the meeting(s) to find out as much as you can so that you can make an informed decision. Ask as many questions as you think are relevant. We’ve put together some questions you can use as a starting point. Don’t forget to make a note of the answers, so that you can look back and compare them later.
 
Look for someone you can trust
 
You will share a lot of confidential information with your planner and need to be able to take him or her completely into your confidence. Your financial planner should be open, well-informed, professional and a good listener.
 
At your first meeting
 
The introductory meeting is your opportunity to gather the information you’ll need to choose your financial planner, and to make sure you can get on together. Here are some questions that may help and some points to help you assess the responses.
  1. Would you tell me something about your own background and how long you have been a financial planner?
  2. What are your areas of specialisation and what kinds of clients do you mostly see?
  3. Who is the ultimate owner of your business?
  4. May I have a copy of your Financial Services Guide (FSG)?
  5. How do you charge for your services?
  6. How will I know exactly what services you will provide?
Please feel free to visit the Lifetime Financial Group website for more detailed information on who we are and what we are able to offer you