Your adviser relationship
Make the most of your adviser
Working with an adviser on an ongoing basis – rather than just once – is a great way to keep on top of your business’ financial plan.
Keeping in touch with your adviser means they can see how your plan is working (or not) for your business, and make some suggested changes, if needed.
You can also undertake a regular review with your adviser to make sure your plan is still relevant and meets your business’ changing needs, such as a co-owner leaving.
This way, you’re getting the most out of your adviser relationship by benefitting from their ongoing advice and ideas.
Forgotten your adviser’s contact details?
There’s a really simple way to find out your adviser’s details if you’ve forgotten or lost them. It’s called My AMP and it’s AMP’s online portal that allows you 24/7 access to all your account information.
Once you’re signed in, you can view your adviser’s details.
If for some reason you’re not happy with your adviser, you have options to deal with this.
Start by trying to sort out the problem directly with your adviser or their company.
If you’re still not satisfied, it’s good to know that all financial advisers must belong to a financial services dispute resolution scheme. This means you can complain to their scheme, at no cost to you.
To find out more about AMP’s internal complaints process, view our feedback page.
If you feel that your adviser is behaving unprofessionally or not putting your interests first, you can also complain directly to the Financial Markets Authority.
The content on this website is for information only. The information is of a general nature and does not constitute financial advice or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission.
A disclosure statement is available from your Adviser, on request and free of charge.