Finding a financial adviser
If you’re searching for a financial adviser, make sure you choose the right person to fit your specific needs and financial goals. Make an informed decision by asking the important questions that help you:
- Determine their personal fit and level of experience in the areas that matter most to you
- Understand their fees and responsibilities
- Learn their general support model and financial planning capabilities
- Know their level of guidance around Adobe’s equity programs
- Identify their support if you are considering retirement
We’ve put together a list of potential questions [PDF] that you can use to help guide your conversation.
Financial coaching
Adobe provides employees in Australia access to general financial coaching throughout the year through Financial Decisions. You should receive an email from Financial Decisions to activate your financial portal. From there, you can book a time to meet with a financial coach. Sessions can include your partner. Email adobe@financialdecisions.com.au if you have questions.
If you seek personalised advice outside the standard general coaching terms and agreements of services agreed upon with Adobe and Financial Decisions, you will be required to pay a fee directly to Financial Decisions. Fees for personalised financial advice can be claimed through the wellbeing reimbursement program (up to your annual limit).
Please Note – Financial Decisions are an independent firm and are not affiliated with Adobe. Participation is completely discretionary and Adobe employees who seek the use of Financial Decisions will be required to complete consent and other privacy documents in accordance with the Financial Decisions operating procedures. Adobe will not be held responsible for any financial loss as a result of advice provided by Financial Decisions to employees. Employees are free at any time to use any number of financial advisers that are available on the Australian market. Adobe will not, however, reimburse fees for other financial advice firms.
Contacts and resources
Employee Resource Centre
Submit a request via the Support Centre.