November 9 – Trevor Thompson

TREVOR THOMPSON TOP TIP #1

“Know the vested interests”
When obtaining financial advice, whether for investing, superannuation or insurance, you need to know your advisers vested interests.
Is the way you pay them fair or do they make more money/fees/commission by directing you towards a particular investment or policy?
Do they work for an organisation that promotes their own products or can they consider what is available to best suit you?
Ask the question directly and you can always get a second opinion before you commit.

By Trevor Thompson. 
CFP DipFP

SENIOR PARTNER

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