When searching for a financial adviser, you should not be looking for the most successful financial adviser. You should look for a financial advisor that wants success for you. The strange thing about measuring success is that it depends upon each person’s situation. The following are descriptions of the positive qualities of a financial adviser but realize that everyone will measure these qualities differently.


a financial adviser will own a reputation you can trust. He/she does not build a good reputation from electronic or printed materials: a job well done advertises itself. This is true whether in personal investing or group investing, such as tradespeople who need insurance and/or other investment products. Trade Insurance AUS is dedicated to tradespeople and is in Albion, close to Brisbane, Australia. When searching for a financial adviser, realize financial advising experience and a good reputation go “hand in hand”.


A financial adviser should offer proactive advice concerning your money or insurance needs. Financial wellness ideas should come from the financial adviser without prompting, asking, or informing. However, there is a “fine line” in this situation because every investor has a different personality and is comfortable with different investment strategies. It is up to the financial adviser to assess your comfort with change and combine his/her ideas with your level of comfort. Since you are paying the financial adviser, he/she should do most if not all the work.


A financial adviser should have analytic skills and a personality to match these skills. A successful adviser should have strong math skills/aptitude because their client’s money depends upon it. The adviser needs teaching and communication skills so he/she can communicate analysis to their clients who pay/depend on them for advice. For example, a financial adviser should be able to analyze a client’s portfolio and suggest changes in view of the current economy.


A financial adviser should work well under stress and not panic at every change in the market and/or financial environment. A financial adviser should have a plan to navigate the changes, not panic because of them. Life happens, and financial advisers must deal with a client’s changing life including sudden death, injury, illness, or job loss. A good financial adviser will help “smooth over life’s rough edges” and provide a stable environment for continued financial growth. A financial adviser should provide peace of mind and stability for his/her clients, earning the client’s confidence and trust.


A financial adviser should take an overall view of your finances, not just concentrate on one area of concern. For example, your investments or your income level should not define your total investing situation. A financial adviser should learn your full financial picture, looking at your banking, insurance, tax, and credit needs. He/she knows it is necessary to understand your debt obligations, spending habits, and life goals to develop an accurate and meaningful investment strategy.


A successful financial adviser should be accessible and responsive. A financial adviser has significant access to your financial future and/or legacy, and can “make or break” you financially. A financial adviser should be available to answer your questions and concerns regarding your future. To the investor who is preparing to buy a home or send their child to college, an accessible/available financial advisor is paramount. Access/availability is important for day-to-day affairs and extenuating circumstances and is one way to ease the client’s mind.


A successful financial advisor puts your interests first. A professional financial adviser will tailor a plan to get you where you want to go. They will not push endless products on you to meet their quota or to boost their commission. Successful financial advisors should offer many products and services, not limited to proprietary solutions that a parent company offers. A financial adviser concerned with the next trip they can earn is not putting your interests first. A successful advisor will initially talk with you about your goals, concerns, and background to help foster putting your interests first. A financial adviser cannot put together and an accurate financial picture of you without knowing these things.