How can I work with a financial planner with my AMP account?

1 ANSWERS

1. Guest9210
   

   7 steps for working with a financial planner are the following:
   
   Step 1 - An initial consultation that allows you and the financial planner to find out about each other. This may be free but you should check with the adviser first.
   Step 2 - The financial planner will collect all the information they need from you (sometimes called fact finding).
   Step 3 - They will help you identify your goals and current financial position. This is normally done at the same time as the fact find.
   Step 4 - They will consider the seven building blocks or strategies (e.g. budgeting, investing, managing debt, managing tax, super, protection, social security), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).
   Step 5 - They will discuss the recommendations with you and make sure you are comfortable and agree with them.
   Step 6 -They will implement the agreed recommendations.
   Step 7 - They will periodically help you review your objectives, financial

   Report (0) (0)  |   12 years, 8 month(s) ago