Questions to ask your Geelong accountant when looking for financial strategic advice

When you are looking to engage the services of an accountant and financial advisor, it is important to ensure that you find the right one for you. Your needs are as individual as you are and you need a financial advisor who will listen to you and build wealth creation strategies that best suit your situation and your goals.

There are a few basic questions you should ask to set your mind at rest that you are engaging a financial advisor who is experienced and well-equipped to help you.

• How long have you been offering financial advice and strategic advice?
• What qualifications do you have?
• Do you have experience in property investment, superannuation and SMSFs?
• Do you have a large and diverse range of products and investment strategies?
• What makes you the most suitable financial advisor for me?
• How do you keep up to date with changes in the financial sector that may affect your clients?
• What makes CD&G Accountants a superior advisory service?
• How much do you charge for your services and how is this payment made?
• What is your approach to investment? Do they have a particular philosophy towards financial management and investment?
• Do you have much contact with your clients?
• Do you work as an individual or within a team?

It is also a good idea to ask family or friends for referrals. Pay particular attention to those whose financial goals, needs and stage of life are similar to yours. Of course you should always still ask all the appropriate questions of any accountant and financial planner, but a referral from a trusted individual is always a prudent starting point.

CD&G Accountants look forward to discussing your financial needs, goals and answering any questions you have to make you feel confident and positive about your financial future. Contact our Geelong team to make an appointment with one of our experienced and professional CPA.