Now days, you will see various companies promising you to offer qualified and experienced financial planner. They commit to it and charge huge amounts of money from you but at the end you are not satisfied with the results. These financial planners do not assist you properly and do not provide proper advice and as a result you get disappointed with the services offered to you.
Although there are many trusted and well known services who strive hard to provide you with utmost qualified, experienced, and eligible financial adviser who can help you out with various financial issues. This planner is eligible and capable of offering you practical and reliable advice that will work for you.
He can provide you proper advice such as advice for expenses, yearly finance plan advice, retirement advice, finance management advice, and various other advices. They will also provide you with advice for consolidate superannuation. The services offering you these financial planners do not charge anything from you. They will make sure that you get the best advice and the ultimate business advisory services who specializes in the advice that you are searching for.
These services select list the financial planners on their website very carefully. They select them only after interviewing, meeting and accrediting them personally. They conduct a 8-step process for accreditation in order to be sure that the financial planner is actually qualified to be in their list.
Their 8-step process covers all the specifications required to be in the list. The first step consists of a background check where these services check if the planner had claims, breaches or any kind of complains at the time of his past undertakings. They will properly check his past data and history to confirm his eligibility. Then comes the second step that comprises of ASIC check. These services conduct the ASIC check to figure out if there are any banned, dishonored or disqualified planners attempting to be in the list.
The third step consists of face-to-face accreditation. This step is for the planners who pass the initial step. The next step is procedures and systems. In this step, the services review the process and system of the planner. They do this to confirm that the planner is having efficient and reliable resources through which they can provide good quality services to the clients. Fifth step is the insurance. The services check whether the planner has a proper indemnity insurance that is professional.
Sixth step comprises of the qualification and training. In this step the services collect proofs about the qualification and also inspect the current training of the planner to confirm that he is continuously updating himself about the recent strategies. Seventh step is assuring that the charges and fees charged by the planner are transparent and open. And the last step is to contact the former clients of the planner in order to get the feedback related to the service and advice they got from the planner. There are many users who have received positive response after consulting these services.