DO A BACKGROUND CHECK

Check out what kind of experience and qualifications the financial planner possesses, and if they are willing to share from personal experience. You’ll want someone who is comfortable and well versed in investments from a personal perspective to advise you on yours. A tip for beginners: Engage a planner who has advised clients with a similar profile to yourself. Speak with someone who has engaged this planner before. Word of mouth helps, but that’s not the end of it. Investigate a little further by browsing Linkedin and other websites for more information. In particular, Tan suggests looking out for detailed reviews on exactly how this planner helped a client. Anyone with a great track record would be proud to share their achievements.