Choosing a financial adviser

A good financial adviser works with you to understand your needs, set your financial goals, and create a plan to help you achieve them.

Before you get financial advice, decide what you want to get out of it. This depends on your stage of life, how much money you have, and what you're trying to achieve.

A financial adviser can help you make financial decisions and plan for the future. This might include advice about budgeting, investing, super, retirement planning, estate planning, insurance, and taxation.