Overview

This is the only financial manual on how to evaluate the value of your hard earned dollars that are charged by financial advisers. As you know, there are already thousands of money guides on the market; maybe some of them are in your shelves. Then... what is so special about this one? HUGE difference - no academic theories, no complex formulas but sharing the things that your financial adviser simply won't tell you. It analyses the dirty laundry that has been aired in recent years, and the ensuing crackdown upon the industry: How financial planners become so hated and untrustworthy What kind of relationship you can expect from a financial adviser How much you will pay to receive financial advice Whether financial advice is worth the money you spend on it Strategies for you to negotiate a reasonable advice fee Who needs financial advice, and who does not Where to begin when it comes to sorting your own finances Read this book if you: Have contemplated getting financial advice Are already in a relationship with a financial adviser Want to make a plan to become wealthy Are a financial adviser thinking of the recent code of ethics in depth and what you can do right now for each of your clients; and make this industry better. With Garth's wide experience and knowledge, he shares a variety of interesting anecdotal moments which will probably put you off financial planning altogether (hopefully not though!). The main goal of this book is to give you sincere guidance, value for your money and improve your lifestyle- whilst avoiding massive fees. Do not blindly trust a financial adviser! Trust yourself!

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9780645043006

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Garth Broderick has seen much during his almost decade long career as a financial planner - maybe a bit too much? He has taken it upon himself to reveal his experiences, thoughts and knowledge as a way to better help you understand your position as a client or potential client in the world of financial planning. He goes even further, educating and guiding you on how you can manage your own finances and take control over your life and become your own financial planner. You will not find Garth on the Financial Adviser Register on ASIC's Moneysmart website because the nature of this book is such that revealing his identity would put his relationships with friends, former and current co-workers at risk. Thus a Nom De plume (pen name) has been used. Garth does not wish to bore you with a personal story as it might lead you to believe that he has a bias towards a certain topic. However, he does reveal his experiences, gripes and future hopes for the industry he currently operates within. He has endeavoured to be as objective and honest as possible, without wishing to invite any aggression or controversy toward his person from fellow financial planners or clients. This book honestly states Garth's real experiences and opinion of the industry he has worked in now for almost a decade. This story follows the author's journey into financial planning, the characters encountered and his opinion on its past, present and future state of affairs. He also states his best tips for negotiating fees with financial planners, what they can do for you and whether they actually provide value for money.

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