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This is your number one handbook if you want to know more about financial advisers and what you can expect from a professional relationship with them and how to extract to most value possible out of their service.

Produktbeschreibung
This is your number one handbook if you want to know more about financial advisers and what you can expect from a professional relationship with them and how to extract to most value possible out of their service.
Autorenporträt
Garth Broderick has seen much during his almost decade long career as a financial planner - maybe a bit too much? He has taken it upon himself to reveal his experiences, thoughts and knowledge as a way to better help you understand your position as a client or potential client in the world of financial planning. He goes even further, educating and guiding you on how you can manage your own finances and take control over your life and become your own financial planner. You will not find Garth on the Financial Adviser Register on ASIC's Moneysmart website because the nature of this book is such that revealing his identity would put his relationships with friends, former and current co-workers at risk. Thus a Nom De plume (pen name) has been used. Garth does not wish to bore you with a personal story as it might lead you to believe that he has a bias towards a certain topic. However, he does reveal his experiences, gripes and future hopes for the industry he currently operates within. He has endeavoured to be as objective and honest as possible, without wishing to invite any aggression or controversy toward his person from fellow financial planners or clients. This book honestly states Garth's real experiences and opinion of the industry he has worked in now for almost a decade. This story follows the author's journey into financial planning, the characters encountered and his opinion on its past, present and future state of affairs. He also states his best tips for negotiating fees with financial planners, what they can do for you and whether they actually provide value for money.