The Personal Finance series with Warren Ingram

How to find an excellent financial advisor

What’s the advisor’s qualifications? The gold standard is a ‘Certified Financial Planner’.

Warren Ingram, Galileo Capital Financial Advisor

Does your financial planner suck?

Perhaps you don’t have one?

How does one choose a great financial planner?

The Money Show’s Bruce Whitfield interviewed Warren Ingram, Personal Financial Advisor and Executive Director at Galileo Capital.

Listen to the interview in the audio below (and/or scroll down for more quotes from it).

Word of mouth is incredibly powerful.

Warren Ingram, Galileo Capital Financial Advisor

Don’t commit to the first quality person that comes around… deal with at least three people…

Warren Ingram, Galileo Capital Financial Advisor

A quality advisor doesn’t throw jargon at you.

Warren Ingram, Galileo Capital Financial Advisor

Your advisor needs to be experienced… I would say, at the very least, three years of experience in a financial planning environment…

Warren Ingram, Galileo Capital Financial Advisor

Click here (then “like” the page) to follow Bruce on Facebook.

Enter your email address in the form below to receive a newsletter containing the most-read articles of the week from Bruce Whitfield’s The Money Show every Friday morning in your inbox.

Subscribe to our Business Wrap Newsletter


This article first appeared on 702 : How to find an excellent financial advisor


Recommended

by THE NEWSROOM

CapeTalk welcomes all comments that are constructive, contribute to discussions in a meaningful manner and take stories forward.

However, we will NOT condone the following:

  • Racism (including offensive comments based on ethnicity and nationality)
  • Sexism
  • Homophobia
  • Religious intolerance
  • Cyber bullying
  • Hate speech
  • Derogatory language
  • Comments inciting violence.

We ask that your comments remain relevant to the articles they appear on and do not include general banter or conversation as this dilutes the effectiveness of the comments section.

We strive to make the CapeTalk community a safe and welcoming space for all.

CapeTalk reserves the right to: 1) remove any comments that do not follow the above guidelines; and, 2) ban users who repeatedly infringe the rules.

Should you find any comments upsetting or offensive you can also flag them and we will assess it against our guidelines.

CapeTalk is constantly reviewing its comments policy in order to create an environment conducive to constructive conversations.

Read More
How to best invest a financial windfall (e.g. an inheritance)

How to best invest a financial windfall (e.g. an inheritance)

Personal Financial Advisor Warren Ingram advises a listener who inherited some money, and wants to work well with it.

Robots are already replacing financial advisors right here in South Africa

Robots are already replacing financial advisors right here in South Africa

But can they be trusted? Are they independent? Bruce Whitfield interviews Personal Financial Advisor Warren Ingram.

How to find a (trustworthy) financial advisor

How to find a (trustworthy) financial advisor

The Money Show’s Bruce Whitfield interviews Warren Ingram, Financial Advisor at Galileo Capital.

How to spot a crooked financial advisor

How to spot a crooked financial advisor

There are great advisors (they’ll help make your dreams come true) and there are shady ones. These are the tell-tale signs...

How to break up with your financial advisor

How to break up with your financial advisor

It’s tough (especially if he’s a nice guy and not all bad) but you can do it, says Financial Advisor Warren Ingram.

Most frequently asked questions clients pose to their financial advisors

Most frequently asked questions clients pose to their financial advisors

Independent Financial Advisor Peter Calitz discusses the biggest questions and issues he is faced with from clients he serves.

Popular articles
Social media give President Ramaphosa the nod

Social media give President Ramaphosa the nod

Social media reacts with love and hope to President Ramaphosa's maiden State Of the Nation Address.

‘Maimane, Malema will find Ramaphosa harder to deal with than easy-target Zuma’

‘Maimane, Malema will find Ramaphosa harder to deal with than easy-target Zuma’

Afternoon Drive’s Stephen Grootes interviews Senior Research Associate at the Institute for Security Studies Judith February.

EFF's walk out was bizarre - Baleka Mbete

EFF's walk out was bizarre - Baleka Mbete

Speaker of Parliament Baleka Mbete shares her views on the future of Parliament and the readiness for Sona 2018

Hawks video shows fugitive Ajay Gupta leaving SA

Hawks video shows fugitive Ajay Gupta leaving SA

The Hawks are in possession of video footage showing Gupta, wanted in connection with Vrede dairy farm scandal, leaving SA.

Hope Ramaphosa: Cyril never lifted a finger to me, he wouldn't beat a woman

Hope Ramaphosa: Cyril never lifted a finger to me, he wouldn't beat a woman

Cyril Ramaphosa's ex-wife says abuse allegations spread by EFF leader Julius Malema are an attempt to tarnish his reputation.