Is your Financial Planner Ethical?

This is a very important question that every financial planning client would definitely like to know the answer to. But in practice, how would a client know (until it’s too late and they have paid the financial price for it)? There are numerous ways unethical financial planners can rip off and fleece clients. A few of the common methods include; Over-servicing. Putting clients into high commission investment products – e.g. $5 billion was ‘invested’ into tax-effective agricultural investments because the Read More…