Working with advisers


Many financial advisers offer a complimentary initial meeting. Take advantage of this: it's a great way to see whether a financial adviser can help you.

It's important to make sure you work with an adviser who you feel comfortable with, so take the time and talk with as many as you need until you find the one that best suits your situation.

Can a financial adviser help you?

Explaining robo-advice

Learn more about robo-advice and how it works. 

Do you need a financial adviser?

MoneySmart provides an explanation of the different types of advice.

Why get financial advice?

The right kind of financial advice can really make a big difference. Explore Moneysmart's financial advice pages to see whether a financial adviser can help you.

Understanding adviser fees

Financial planning fees - how much do they cost?

Canstar provides a comprehensive answer to the how much do financial planning fees cost question.

Financial advice costs

Moneysmart advises that it is important to understand exactly how your adviser will be paid before you engage them.