As I wrote my last article explaining where we are currently, in the financial planning landscape, I received some positive and somewhat negative feedback regarding where I got things wrong and where I was spot on, on what needs to change.

So the folks at DIY Insurance asked whether I could expand and write a piece that zoom into this.

Specifically, what are your expectations, when you look to engage a financial adviser, a financial planning firm, to carry out financial planning for yourself.

My job was made easy when my friend Alvin Chow from Dr Wealth wrote 2 set of cryptic questions on our BIGS World Facebook Group and Seedly Facebook Group.

In this article, I would provide some considerations, and mesh them with the responses from those groups.

Note: at the end of this article, there is a survey. I would be really glad that you can …