who has financial planner - concerns..., page-7

  1. 84 Posts.
    Situation will vary depending on the stage of your life that you are at but for people in retirement phase you might consider using an FP to get established in an SMSF and when you have established a pattern of asset allocation and a strategy, phase him out. In the set up stage he is worth every cent of the charge of 0.7%+ of your asset value but after that his value is very questionable.
 
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