The role of an expat financial advisor is to help their clients meet all the required documents and go through various applications for them to have a financially secured future.
And when it comes to hiring this type of professional, you’d want to make sure you screen them properly before you invest in anyone.
Here are several questions to ask these finance specialists:
What can you tell me about yourself?
Expat Financial Advisor
The first step in conducting a background check is to ask your advisor where she studied and if this is her first job.
And as you ask further questions about your advisor’s educational and professional background, use this chance to assess whether you’re comfortable talking to that person. Because when it comes to trusting someone with your personal information, you’ll need someone who you feel you can trust.
How many years have you been working?
Whilst there’s nothing wrong with hiring a neophyte for the job, you just have to ask yourself if you’re willing to accept all the risks that come with it.
An experienced professional knows the ins and outs of her field more than anyone. Aside from that, she also has connections that can help make the process easier and faster for you.
But take note, an easier process doesn’t mean it’s going against the law. It simply means that you get a higher chance of getting your loan applications approved because the loaner personally knows the capability and credibility of your financial advisor.
Can you give me a list of your contact references?
Last but not the least, don’t forget to ask contact references. Use the feedback from past clients to help you assess whether you find the right one or if you still need to keep screening.
Part of being a young professional is learning to take responsibility for your finances. It’s about taking the necessary steps to guarantee a financially stable future. Luckily, all that’s possible with the help of an expat financial advisor.
Visit Pyrmont Wealth Management’s website and work with their experts for a brighter future today!