612b what to expect when meeting with a financial adviser
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How to Choose the Right Financial Advisor for Your Goals
The key for a professional to double check we are on the right track in general. Wendy says, we have a financial advisor specifically for our self managed super fund but at what stage should we engage a financial advisor for our personal goals? Or should we actually talking to the same people on all fronts? We have a mortgage shares one child, currently meeting our savings targets and need help with an estate planning solicitor. It could be you need help from an accountant. So it's almost like we're project managing those things, but helping you guide of when to reach out to those people. I feel to be honest, one person looking after everything is the way to go.
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