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Old 13-11-2007, 11:11 AM   #5 (permalink)
crc_error
The Rule of 72
 
Posts: 1,351
Join Date: May 2007
Location: Melbourne, VIC
the financial planner will complete a 'risk profile' which should ask you questions to work out your tollerance toward volatility, your view on investing, your investing term and goals.

From this they develop a statement of advise which they should recommend funds based on this risk profile. this will be the next meeting along with projected outcomes and set a 6 monthly review date with you.

I would also negotiate fee's they will charge you during the first meeting.
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