If you are considering engaging a financial planner, you might feel one of two ways: daunted at handing over control of your money or very relieved to get some expert advice.

Either way it’s vital you work with someone you can trust. You need to feel confident that your money is in safe hands and that your financial planner fully understands your goals.

Taking your financial situation to the next level is going to need the extra skill, time, and experience of a professional. But which professional is the right one for you?

Here are some great tips on what to look out for.

Share a vision

Do your research and ask questions to discover if a financial planner’s values, vision and goals are aligned with yours. Find out what their attitudes are on investment, wealth creation, protection, charitable giving and more.

You come first

Too many financial planners are all about the fees and commissions. If products and strategy are discussed right off the bat, this is not the professional for you. You want a financial planner that starts with discovery questions, seeking to understand your situation and goals. You must be the focus.

Education leads to confidence

You need a financial planner that isn’t going to pressure or rush you into decisions. Their job is to educate you and provide you with knowledge so that you can land on a strategy that you are comfortable with and sure of.

Accountability and visibility

The last thing you want is for someone to be taking charge of your money and then you only hear from them once a year. Look for a financial planner that offers regular updates and communication. Some professionals will offer a live dashboard so you can have full clarity on your financial situation.

If you’d like to start building a trusted relationship with a financial planner who puts your needs first, book a complimentary and obligation-free discovery session with Venture Wealth.