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
Video
Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
Frydenberg flags new advice disciplinary system
19 August 2019, 12:50pm
A new disciplinary system for financial advisers with a central disciplinary body headlines the government's Royal Commission implementation roadmap released today. Read more
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