Choosing the right partner for your wealth journey

Choosing the right partner to support you on your financial journey is a very personal decision. Getting the right adviser on your wealth team makes a big difference. The adviser becomes a trusted partner on your wealth journey and works with you to articulate your financial goals. He or she helps you put the right strategies in place that work to support you on your journey and give you the confidence that your goals are achievable.

 

At OakWealth, we encourage you to approach different advice practices before you make your decision. Finding the right fit for you will make all the difference to your wealth journey.  Importantly, seek the following information about the prospective adviser:

  • Relevant financial qualifications and professional designations;

  • Professional experience and unbiased recommendations;

  • Indepth understanding of your current circumstances and your immediate and future needs;

  • Reasonable fees that represent fair value for what you receive; and

  • Continual professional development and adherence to minimum financial standards at all times.

 

If you would like more information on what you should look out for when choosing a partner for your wealth journey, check out our blog.

 

Guidance to make the right choice

Moneysmart is a government-funded website authored by the Australian Security and Investments Commission (ASIC) and provides many practical tips for staying safe when selecting the right advice professional. Its website is a great resource for the beginner and expert alike and their resources are freely available to download.

 

The Financial Planning Association (FPA) is the peak body for financial planning in Australia. The FPA represents the interests of the public and Australia’s largest community of financial advisers. FPA practitioner members are bound by the FPA Code of Professional Practice that demands higher professional standards than those required by law. Members must meet continuing professional development requirements. Its website is a great resource for finding financial advisers, learning about financial planning or simply for a list of questions you should ask your prospective financial adviser.

 

CONTACT US

Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au

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OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)

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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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