[/caption]
As Financial Planners, one of our responsibility is to help our clients in re-organising their finance through consolidating what they have and crystallizing what they need. In the process of doing so, we also educate them on the various instrument available and guiding them towards their preferred options.
There are some standard guidelines that we adopt based on their today's needs but we also highlight to them about the likely changes in their Financial Plan as they reach the different life stages. As every client is different with different needs and belief, we will try our best to guide them on what is suitable for them.
I began actively helping clients with financial planning since I joined the FA business. I noticed one common trait among many of them. They did not really go through a proper financial plan and they got their plans from all different sources such as friends, roadshows, call centres and banks. Unknowingly, they had achieved one thing; “Diversifying their advisors". Read more...[caption id="attachment_1736" align="alignright" width="150" caption="Photo by kevindooley"][/caption]
As Financial Planners, one of our responsibility is to help our clients in re-organising their finance through consolidating what they have and crystallizing what they need. In the process of doing so, we also educate them on the various instrument available and guiding them towards their preferred options.
There are some standard guidelines that we adopt based on their today's needs but we also highlight to them about the likely changes in their Financial Plan as they reach the different life stages. As every client is different with different needs and belief, we will try our best to guide them on what is suitable for them.
I began actively helping clients with financial planning since I joined the FA business. I noticed one common trait among many of them. They did not really go through a proper financial plan and they got their plans from all different sources such as friends, roadshows, call centres and banks. Unknowingly, they had achieved one thing; “Diversifying their advisors". Read more...
[/caption]
As Financial Planners, one of our responsibility is to help our clients in re-organising their finance through consolidating what they have and crystallizing what they need. In the process of doing so, we also educate them on the various instrument available and guiding them towards their preferred options.
There are some standard guidelines that we adopt based on their today's needs but we also highlight to them about the likely changes in their Financial Plan as they reach the different life stages. As every client is different with different needs and belief, we will try our best to guide them on what is suitable for them.
I began actively helping clients with financial planning since I joined the FA business. I noticed one common trait among many of them. They did not really go through a proper financial plan and they got their plans from all different sources such as friends, roadshows, call centres and banks. Unknowingly, they had achieved one thing; “Diversifying their advisors". Read more...
