Free eBook
Most people pick advisers based on a referral or a good first meeting. That’s risky. This kit gives you a repeatable process to define scope, verify licensing, compare all‑in costs in dollars, evaluate advice method and service, and decide with a documented audit trail.
This guide will help you with:
Scope and success worksheets
Licensing and credential checks
Fees comparisons
Investment methods
Service standards and continuity
Conflicts, products and platform ties
Selection matrix
and many others.
This is a must download resource for anyone living in Australia and looking to hire a financial adviser.