Our financial advisor has been stellar…
Our financial advisor has been stellar - more us becoming a friend rather than simply being clients. Good advice, cheerfully offered, with lots of room for discussion from both the advisor side and our side. No hard-sell of any one idea, platform, or investment strategy, and our advisor has been quick to backtrack or move ahead to find solutions that fit our actual financial position, and our desire to safeguard capital without resorting to stuffing it into our mattress. No belittling of some of our sillier ideas, but taking a hard look at the ideas and agreeing or disagreeing with politeness and serious alternatives if the initial idea was indeed silly. Overall, we are very happy with our advisor, with management of our portfolio, and with the fees. Many say you get what you pay for, and we feel we have received far more value from our payments than we would have with a "cheaper" option. We feel a fee-based advisor arrangement benefits both sides - no pushing of the highest return to the advisor at the expense of the client, nor touting solutions that might be of more benefit to Melbourne, but not for us. In short, we have received accurate, effective advice, had fun during consultations, and learned a lot. Our advisor also went the extra kilometres to resolve some sticky financial questions he could easily have said were not within his bailiwick, nor within his obligations. This is what makes a company and an advisor very worth having a serious relationship with.