Paul Benson

speaker

378 appearances 1 recordings 1 series first heard Mar 2021 last heard Mar 2021

Paul Benson’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · When & where to get financial advice (key questions to ask) · 15 Mar 2021 podcast

So check that out.

Absolute number one, right?

That's your consumer protection primary piece.

Now, beyond that, as I say, typically with a financial planner, it's not likely going to be that you're going to do one interaction with them and then never see them again.

Hopefully not.

Most generally to achieve objectives is going to take time.

So therefore, you need to have someone that you feel you can have a working and an open relationship with, someone who, and it's not that in the very first meeting, you have to totally open up your soul, but you have to feel that over time, I can build a relationship and I can feel confident talking to this person, talking about things that in our normal life, we don't talk to friends about, hey, this is how much mortgage is or

You know, I'm stressing about this or, geez, I've got $20,000 going on the credit card or whatever, right?

I mean, so you've got to find someone who you can open up and have those sort of money discussions and feel comfortable having those money discussions, someone that you feel isn't going to judge, isn't going to lecture you, isn't going to make you feel small but is going to listen and is going to help.

So, yeah, first and foremost, make sure they're licensed and then it's really about how you feel that relationship's likely to go.

There's a website, Advisor Ratings.

I haven't looked at it for years because they sort of, you know, you're only on there or you had to pay to be on there sort of thing.

So anyway, so I'm not sure where that's at at the minute.

That's the only one I can think of.

Maybe there's others but, yeah, I'm not aware.

Okay.

Financial Planning Association is a good one.

No, maybe not.

But at least it demonstrates an extra degree of professionalism, I guess, you know, because the people that are on the Financial Planning Association, yes, thank you, Kate.

I should have thought of that.

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