ASK FOR A WRITTEN PLAN

Legally your plan must include important documents. Check that you have been given:

  • a statement of advice (SOA) that sets out what your adviser is recommending and why it is suitable.

At this point, some advisers will also give you a 'terms of engagement' that sets out the exact services they will supply and the fees and charges you will pay. And always file any paperwork away carefully - you'll never know when it could come in handy.

Be aware that investments can lose money
Checking your financial plan
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Estate Planning for the Modern Family
Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video
FPA reviews disciplinary regulations
12 December 2018, 9:11am
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019. Read more
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