How to Choose a Financial Adviser (The Process Revealed)⎥Ep. 2287
Update: 2025-12-15
Description
Choosing a financial adviser can feel overwhelming – so how do you know who’s actually right for you?
In this episode, Ed and Andrew reveal a simple 5-step process that every Kiwi can use to find an adviser who fits their goals.
You’ll learn:
- How to decide which type of adviser you actually need
- The 5 steps to shortlist, check, and compare advisers
- The key details you must look for before booking a meeting
This episode provides a clear, practical framework for choosing the right adviser with confidence, enabling you to get the plan, advice, and follow-through you need.
In this episode we mentioned MoneyHub's list of financial advisers originally published by Mary Holm.
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