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Are you truly independent and do you deal with all insurance companies or are you restricted to a small number of companies? Are you an ‘authorised adviser’ or a restricted activity intermediary?


Are you prepared to transact business on a nil commission basis to ensure that I receive truly independent and ‘best’ advice? I appreciate that I will have to pay you a fee.


Are you a CFP – Certified Financial Planner or an SIA – Specialist Investment Advisor?


How many years experience do you have?


If I become a client, how often will you sit down with me to review all my investments to ensure that I maximise investment opportunities?


Do you have ongoing relationships with the investment managers in the main investment houses, to ensure that any advice given is ‘up to the minute‘ and well informed?