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Choosing the right financial adviser
The questions worth asking before you decide
Download the guideChoosing the right financial adviser
The questions worth asking before you decide
Download the guide
Choosing the right financial should be straightforward.
But with thousands of advisers and firms to choose from, knowing where to start, what really matters and who you can trust with your financial future can quickly become overwhelming.
This concise guide helps business owners understand where to search, which qualifications, credentials and characteristics genuinely matter, and how to compare the available options.
It gives you a practical process for filtering the market and confidently narrowing your search down to a shortlist of advisers worth speaking to.
Download the guide and read it in around 30 minutes.
Inside the guide
You will learn:
- The 16 questions worth asking before choosing a financial adviser
- How to assess an adviser’s qualifications, expertise and supporting team
- What to ask about investment philosophy, independence and potential conflicts
- How to compare fees and understand what you will actually receive in return
- Why an adviser’s ownership, capacity and long-term plans matter
- How to test whether an adviser genuinely understands business owners like you
A guide for business owners choosing a financial adviser
This guide is for business owners who have found one or more financial advisers, but want to make a more informed decision about who to trust with their finances.
It is especially relevant if you are asking:
- How do I tell one financial adviser from another?
- What questions should I ask before appointing an adviser?
- How do I know whether they genuinely understand business owners like me?
- What should I ask about their fees, investment approach and service?
- How can I look beyond qualifications and marketing claims?
- What evidence should I expect before deciding who to work with?
The strongest adviser will not necessarily have the most polished pitch. You are looking for clarity, relevant expertise, good judgement and evidence that the firm can deliver the service it promises.
The guide gives you a practical framework for comparing advisers consistently and making your final decision with greater confidence.
About the guide
Written by James Mackay, Managing Director and Certified Financial Planner at Frazer James.
James advises successful business owners on retirement planning, pensions, investment strategy and tax-efficient wealth building. This guide draws on that experience to explain the questions worth asking a prospective adviser, what strong answers should look like and where you should expect evidence before deciding who to work with.
An initial consultation gives you the opportunity to put those questions to us
and decide whether Frazer James is the right fit.
Tell us a little about your situation so we can match you with the most appropriate adviser. Once completed, you'll be able to choose a convenient time directly from your adviser's calendar. The entire process takes less than two minutes.