You also need to select someone you can work with comfortably and who can help you create a lifestyle in accordance with your aims and objectives. By doing this, an Adviser will assist you in achieving financial independence and security.

Here are a few points to consider when selecting a Financial Adviser:

• Who does the Adviser represent?
• Is the Adviser a member of a recognised professional body, such as the Financial Planning Association of Australia?
• Does the Adviser have the requisite qualifications and professional designations?
• What services is the Adviser able to provide?
• How does the Adviser get paid?
• Does the Adviser declare all fees and commissions that are received?
• Is there any research undertaken to support the recommendations made?
• Does the Adviser provide any ongoing services, and if so, at what cost?
• Does the Adviser have Professional Indemnity Insurance cover?

At Portfolio Planning Solutions, we employ highly qualified Advisers who have considerable experience in the area of financial planning, including superannuation, life insurance, general insurance and estate planning. If you would like more information please take the time to read through the information on our web site. Alternatively, you can e-mail us by selecting the 'Contact Us' link. An Adviser will contact you as soon as possible to discuss any issues you have.