When to speak to an adviser

Financial advice can be most valuable at the start of your career and during times of change. For example, when you start a family, receive an inheritance or you’re approaching retirement. During these times, a financial adviser can help you make important decisions about your money and turn your thoughts into actions.

When advice may not be needed

If you’re just looking for information about investments or other financial products, you may not always need to speak to an adviser.

You can find plenty of information on Sorted. They also have tools to help you with tasks like budgeting, working out your mortgage repayments and planning for retirement.

Other places to go for information include:

  • your bank
  • insurance companies
  • superannuation funds 
  • other financial service providers.

Is an adviser right for you?

If you answer no to any of these questions, it’s likely you’d benefit from talking to an adviser!

  1. Do you have time to research all the financial products available to you?
  2. Do you have the knowledge to understand if these products are suitable for your financial goals?
  3. Are you comfortable taking responsibility for your decisions?
  4. Did you know that if you use a financial adviser you have more rights if something goes wrong?

Learn more about:

Types of advice