[ Offshore Tax ] How does a US-exposed ex-pat find the right financial advisor?

[ Offshore Tax ] How does a US-exposed ex-pat find the right financial advisor?

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A financial planner typically prepares financial plans for their clients. The services financial planners offer can vary widely. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan to meet your financial goals. Other professionals call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products and sometimes products that aren't securities.
When hiring a financial planner, you should know what services you need, what services the planner can deliver, and the limitations of their recommendations. In addition, you should understand what services you're paying for, how much those services cost, and how the planner gets paid. Financial planners charge for their services in different ways: some charge either a fixed or an hourly fee, but they don't sell investment products. Some only earn commissions on the products they sell, and others use a combination of fees and commissions.
Financial planners may come from many different educational and professional backgrounds. If you're considering using a financial planner, ask about their background. If they have a credential, ask them what it means and what they had to do to earn it.

TIMESTAMPS:
O:00 INTRO
0:20 Top three things to look for on the right financial advisors
1:48 be aware of what capacity certain financial advisors are given to you.
2:43 engaging to people and planning
3:00 OUTRO


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DERREN JOSEPH:
So can you tell me, like if someone is US Exposed through family members or themselves personally or whatever, what are the, what would you say the top three things they need to look for in considering who's the right financial Advisor for them?

TOM PEWTRESS:
Yeah, good, good question. I, I think, I think the list could be for, but I think one thing that we touched on earlier, you kinda highlighted as, as I introduced, is just making sure that your Advisor is regulated. I can't stress the importance of that. You know, I look around the world and there are varying degrees of regulation and in the US we have the SEC which overlooks, you know, the majority of financial services. And I think if anyone's watched a film, you know, the SCC or the big bag, wolf kind scenario, but you know, they're regulator there to protect a consumer. And that's important. And I think when you are looking for advice, you have to make sure that the person you're engaging with has, has that level of protection for the consumers. I think specifically for us connected people, kind of the second point then does that Advisor in whatever capacity he is regulated, does he have a US-specific proposition?

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