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CHOOSING A WEALTH ADVISER

How do you find a wealth adviser?

Before you go looking for a wealth adviser, you need to be clear about the type of financial advice your need and what you are expecting from the advice process. Decide what type of advice you need and find a wealth adviser who specialises in that area. You should call up at least three firms.

Finding someone that you can entrust with your finance matters is extremely important. The process of choosing a wealth adviser can be daunting as there are many factors to consider. Here is general guide to help you choose the right wealth adviser.

The process of choosing a wealth adviser

Background Check
You should do a background check on the wealth adviser and the firm before engaging their service. You should visit the Monetary Authority of Singapore (MAS) website to ensure that the firm has the necessary licence and whether any disciplinary actions have been taken against the firm.

What should you look for in your wealth adviser

  • Qualified and experienced to advise you on all the money matters;
  • Ability to understand your ongoing needs and works to accommodate them within your financial strategy;
  • Effective at communicating with you, including listening to and answering your questions and explaining them;
  • Experienced in dealing with people in a similar situation to you;
  • Update and meet you on a regular basis to assist you to adjust your financial strategy in response to changing needs and;
  • Clearly outlines their expertise and the service you can expect.

As the relationship with your wealth adviser has the potential to become a long-term one, you need to feel comfortable with your wealth adviser on a personal and business level.

 
 

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