When you visit with an End2End adviser, you can expect them to:
- ask questions so that they have an understanding of your personal and financial goals
- understand what you expect and want to achieve through their advice
- tell you about the services they will be providing
- explain the fees and charges that apply to their services
Your needs and what you want to achieve
An adviser will ask you questions to understand your current situation and what you would like your future to look like. When you see your adviser you should be prepared to discuss:
- your financial situation, commitments and dependents
- what you expect and want to achieve through the advice
- your priorities
- your risk tolerance (e.g. aggressive or conservative)
- existing savings and
- any other factors affecting your finances
The information you provide will become the basis from which the adviser will develop your financial plan known as a Statement of Advice. The more detail you provide the better equipped they will be to understand and assess your needs and develop appropriate recommendations.
