If you’re not using a financial adviser, this checklist highlights some of the common mistakes you might make and opportunities you may miss when you ‘go it alone’.

This checklist allows you to quickly check whether your existing investment strategy is covering the basics. You could also use the checklist to compare financial advisers and make sure you’re getting suitable advice.

If you find you answered no to many of these questions, or would just like some help or general direction. Call and make an appointment today 07 4041 2055.