A first meeting with a financial adviser typically covers your current financial position, goals, concerns, and priorities. The adviser will ask about income, expenses, assets, debts, superannuation, insurance, and any specific issues you want to address. This meeting helps both parties assess whether there is a good fit before proceeding with formal advice. At Peter White Financial Planning in Sydney CBD, Peter White uses the initial meeting to understand your situation and explain how independent financial advice works, including his fee structure and the scope of advice he can provide. Contact the practice at 02 9238 2246 or info@peterwhitefp.com.au.

When choosing a financial adviser, check their ASIC registration at moneysmart.gov.au, ask about their fee structure and whether they receive commissions, understand their areas of specialisation, and ask for references or check online reviews. Consider whether you want an independent adviser (no product affiliations) or are comfortable with an adviser linked to a product provider. Ask how many clients they manage and how accessible they are. Peter White Financial Planning in Sydney CBD provides independent advice with no commissions and no asset-based fees, maintains a select client base to ensure availability, and holds a 5-star Google rating from 11 reviews.