I'm retired, in Perth and looking for a qualified financial planner or company able to provide quality fee-for-service advice.
A couple of our friends pretty much manage their own funds but use specialised firms for accounting records. Any thought along those lines would also be welcome.
My wife and I have a full SMSF with a trust deed etc. To date we have been using a friend who is a CFP. While he is very good there are times when the friendship has caused a little stress.
We both consider that it may be better if my wife and I go to a quality expert where the relationship can be purely a professional one.
Any advice would be welcome.