2 Comments

  1. “They also told me that I was too poor to be thinking about using their services and to come back when I had at least $25k up my sleeve to burn.” – Wow! I thought they’d try their best to sign up a new client. I guess financial advisors are for people with money? I’ve never used one or considered using one and this post just told me I made the right decision.

    Have you checked MoneySmart’s page on Financial Advisers? They usually have good resources. Good luck!

    • pia

      I have! Multiple times in fact but there aren’t that many independent financial advisers in my town so I think for now, I will stick to the online FI community and lots and lots of reading.

      I too thought they’d try their best to sign a new client up, but I guess at least they were honest?

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