Financial planning can be a scary thing – it’s meant to chart your financial adventure for current and future life stages. This also means you’re more or less committed to this plan for years ahead, barring any changes in your life. Most of the time, the financial plan that a financial adviser provides works out well. However, when it doesn’t, it causes regret and feelings of being lost.
Fortunately, it doesn’t have to be this way. That’s where fundMyLife comes in, to connect consumers with questions to the right financial advisers to answer them. In this case study, fundMyLife follows user Elsie* as she asked financial adviser of fundMyLife Roshan Belani of AIA for advice. In the previous fundMyLife case study, Roshan encountered a user who was in a similar quandary and helped resolve his troubles as well.
With their permission, fundMyLife presents to you a case study that highlights the importance of