Consult this check list when choosing your financial planner
From being swindled to being Financial Planner of the Year: Hardi Swart shares his tips for choosing the right adviser to secure your family's future
18 August 2019 - 00:06
I was motivated to become a financial adviser by two different brokers who misled my family after my father's death. The first broker - who invested almost all our money in two high-yield property syndicates that subsequently failed, instead of recommending a diversified portfolio - taught me that if an investment sounds too good to be true, then it surely is.
And by needlessly signing us up for 10 different endowments in an attempt to win a competition for the most sales in his company, the second broker gave me an invaluable lesson about advisers with conflicts of interest...
Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.
Please read our Comment Policy before commenting.
Subscribe now to unlock this article.
Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).
There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.
Cancel anytime.
Questions? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now.