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.
Adobe provides employees in Australia access to financial advisors through Financial Decision. Financial Decision can provide advice on areas such as superannuation, insurances, ESPP, RSUs, tax, home purchasing, retirement savings, etc. Adobe employees are entitled to an initial comprehensive consultation and annual financial health reviews. This applies to yourself and your partner. For advice outside the standard terms and agreement of services agreed upon with Adobe and Financial Decision, you will be required to pay this directly to Financial Decision. If you wish to utilise this voluntary benefit, please email Cherry Lai at Financial Decision to set up your free private consultations.
Please Note – Financial Decision are an independent firm and are not affiliated with Adobe. Participation is completely discretionary and Adobe employees who seek the use of Financial Decision will be required to complete consent and other privacy documents in accordance with the Financial Decision operating procedures. Adobe will not be held responsible for any financial loss as a result of advice provided by Financial Decision to employees. Employees are free at any time to use any number of financial advisors that are available on the Australian market. Adobe will not however reimburse fees for other financial advice firms.