Time-poor people often do little or no research before meeting a financial adviser.
OPINION Buying a new car this year? You’ve probably been researching since about January. Petrol, diesel, hybrid or EV? If an EV, what will get you the best range, and how much of a rebate can you get? If a hybrid, do you go plug-in or non-plug-in? Then there’s the brand to consider, performance specs… it’s all a lot of work to find the right fit for you, your family and your lifestyle. Add to this dealership visits, and test drives – all for a car you’ll likely drive for five or seven years, and that will depreciate in value. (That’s another line of inquiry; which cars have been holding their value best in the past few years?) It’s something to consider when deciding who to trust to manage your money, your future, and ensure you and your family are going to be okay. Choosing your financial guide is one of the most important decisions you’ll ever make – it can make a profound difference in life’s trajectory. Hoping they have the answers isn’t enough, you need to be absolutely clear about the questions you need to ask. Let’s imagine you’re now in a room with a person you’ve never…
