Working with advisers
Questions to ask before engaging a professional adviser
Clarify the work, responsibilities, fees and communication before you begin.
Published 5 October 2026
Ask about the adviser’s relevant qualifications and experience for the matter, and how they will approach your specific question.
Request a written description of the scope, deliverables, client responsibilities, expected timing, fees and any additional costs.
Clarify how confidential information will be shared and stored, who will be your contact, and how you can raise a concern.
This article is general information and does not constitute professional advice. Verify requirements that apply to your circumstances.