Are You Financially Managed?

Are You Financially Managed?

This quiz should tell you whether your financial advisor is worth his/her oats and whether you need to change advisors !

Pradėti Dalintis
Are You Financially Managed?
Does your financial advisor make an effort to come and see you every now and then?
Klausimas 1 out of 10
Yes, they make the effort to show face and keeping in contact No, I have not seen him / her since I signed my policy docs !
Are You Financially Managed?
Do you get monthly updates or statements on your investment portfolio?
Klausimas 2 out of 10
I don't really know what's going on with my own money...I just know money goes off every month. Yes, I get regular feedback and I'm well informed !
Are You Financially Managed?
Are you able to see or contact your advisor on short notice?
Klausimas 3 out of 10
Yes, I can reach my advisor easily most of the time. No, I just get voicemail most of the time and its a struggle to get quality feedback !
Are You Financially Managed?
Is your financial advisor a Tied Agent ( limited rage of products) or an Independent Financial Advisor (Access to just about ANY product in the market place.)
Klausimas 5 out of 10
Yes, my advisor is a proper certified independent advisor. No, my advisor can not really offer much variety and is limited with regards to product range and/or advice.
Are You Financially Managed?
If you could go back in time and meet with your current advisor again...knowing what you know NOW, would you :
Klausimas 6 out of 10
Yes, probably do it all over again No, send the bloke packing !
Are You Financially Managed?
Do you feel you were pressured into buying a savings or investment product?
Klausimas 7 out of 10
Yes...the guy made me feel very guilty and I kind of felt pushed into a corner to be honest.... ! No, I made an informed decision based on a detailed analysis and recommendation.
Are You Financially Managed?
Is your financial advisor Certified to give advice?
Klausimas 8 out of 10
Yes, my advisor is qualified to give advice. I'm actually not really sure....?
Are You Financially Managed?
Is your advisor up to speed with the latest technology and tools?
Klausimas 9 out of 10
Yes, he's got a website, blog and is easily found on Google. No, judging by his Nokia 2110 brick and mono screen laptop....probably not !
Are You Financially Managed?
And finally....what do you think of your advisors general appearance?
Klausimas 10 out of 10
Thumbs up, the man dresses like a Swiss Private Banker ! Well, the jeans and golf shirt is sort of ok...it is...isn't it?
Sukūrė Lonny.Hayes
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