Getting advice

Who can I talk to about what to do with my money?

• Chapter 1:
• Do I need an adviser, or can I just talk to family and friends?
• Chapter 2:
• Who can help me with my money, and what will it cost?
• Chapter 3:
• What type of adviser do I need?
• Chapter 4:
• Where can I get advice about different investments?
• Chapter 5:
• What should I look for in a long-term adviser?

How do I find someone who will give me financial advice?

• Chapter 1:
• Where can I get free advice?
• Chapter 2:
• Who can help me find a financial adviser?
• Chapter 3:
• How do I find a financial adviser on my own?
• Chapter 4:
• What questions should I ask before I choose an adviser?
• Chapter 5:
• Where do I get advice when there are big changes in my life?

How do I find financial advice at work?

• Chapter 1:
• What kind of financial advice can I get at work?
• Chapter 2:
• Can I trust a workplace adviser with my personal information?
• Chapter 3:
• Is a workplace adviser really the right choice for me?
• Chapter 4:
• Is a workplace adviser the only adviser I need?

Are family and friends a good source of financial advice?

• Chapter 1:
• What kind of financial advice can I get from family and friends?
• Chapter 2:
• How do I know when advice from family and friends is not enough?
• Chapter 3:
• What should I ask others about their financial experiences?

How do I get the best results from my adviser?

• Chapter 1:
• What can I expect from my adviser?
• Chapter 2:
• What steps do I take if I have a complaint about my adviser?
• Chapter 3:
• What are my responsibilities as an investor?
• Chapter 4:
• What are my rights as an investor?
• Chapter 5:
• Will my adviser keep my personal information safe?

How do I work with my adviser?

• Chapter 1:
• What happens when I work with an adviser?
• Chapter 2:
• What should happen during my first meeting with my adviser?
• Chapter 3:
• What should I ask when my adviser recommends investments?
• Chapter 4:
• How do advisers get paid?
• Chapter 5:
• How do I change my adviser?

How can an adviser help me make sure my family is cared for?

• Chapter 1:
• Who can I talk to about insurance?
• Chapter 2:
• How can an adviser help me assess my insurance needs?
• Chapter 3:
• What will my adviser ask me during insurance planning?
• Chapter 4:
• What questions should I ask my insurance adviser?

What do sales brochures tell me?

• Chapter 1:
• What can I learn from a sales brochure?
• Chapter 2:
• What information may be missing from a sales brochure?
• Chapter 3:
• How do I compare sales brochures?
• Chapter 4:
• Where can I learn more than the sales brochure tells me?

Assessing your advisor

• Chapter 1:
• Advisers: Who should you trust with your money?
• Chapter 2:
• Is your advisor working for you?
• Chapter 3:
• Advice on assessing your adviser: A consumer checklist
• Chapter 4:
• How your adviser is paid
• Chapter 5:
• Poor adviser practices that can be harmful to your financial health