How to choose the right Financial Planner - 1

How to choose the right Financial Planner - 1

Craig Holme Craig Holme

Craig Holme

Director at Craig Holme Consulting

发布日期: 2015年5月26日
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How to choose the right Financial Planner  - 1

Choosing the right Financial Planner has become more important than ever because of the new Trowbridge Report into Commissions received by Planners.

Essentially this Report throws light on the exorbitant Commissions that Financial Planners receive for selling Insurance Products. It is not unusual for a Planner to receive 120% Commission for a Life Insurance product.

This then raises the Question,

"Is your Financial Planner choosing Insurance products based on whoever pays the Highest Commission ?".

In the next Part of this Series we will examine this issue in regard to the recommendations of the Trowbridge Report.

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