I’m looking for a financial planner to help me with both superannuation and more general wealth creation. I appreciate that this question has been asked before, but previous posts were all done before the changes (now half rolled back, to my understanding) to the superannuation industry.
I have no desire to be swindled, and have studied finance, so I have a fair idea of what I want, (and it’s quite different from the standard set-and forget) but I don’t know what the rules around taxation and the like are – and hence the need for advice.
In light of the changes the superannuation industry is undergoing, I want to find a truly independent advisor here in Canberra – if such a person exists (feels like chasing a unicorn!). I am happy to pay well for such advice – but those who wish to flog me standard products offered by banks and insurance firms can go away.
If you know of, and better, have dealt with such “unicorns”, I would like to know if you have been happy with the service and results. Any experiences (positive and negative) would be much appreciated.
Thank you 🙂