Choosing the right advice provider is an important decision. In order to decide carefully, don’t rush your decision! The following are some basic tips to help you in your decision‑making.
TIP 1 If a planner can explain in detail how they give advice… use them.
TIP 2 If they follow a process for servicing you, use them.
TIP 3 If they explain how they charge in detail, use them.
TIP 4 If they have an ongoing service agreement, use them.
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Investing money successfully or unsuccessfully is where most people make it or break it.
Active management of a fund’s portfolio matching investments to objectives, and balancing risk against performance.