Financial advisor/cancel or keep

Hi Pearler community Was just a little curious about keeping a financial advisor or whether it’s time to move on. They’ve done a great job with my financial situation for the last few years but I’m just wondering whether the $2000/year approx that I get charged from super is worth it. My super and managed fund are doing well with their help to set up and my mortgage is ok. They already have a relationship with my mortgage broker which is helpful but sometimes I don’t really get many updates after our yearly review of my situation. I don’t really want to take on everything myself so maybe keeping them may be smarter. Any suggestions or tips would be greatly appreciated. Lee

Lee Marquis

Asked on 24 June 2024

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