Fi­nan­cial ad­viser/plan­ner or coach

Finweek English Edition - - COLLECTIVE INSIGHT -

Fi­nan­cial ad­vis­ers come in a wide va­ri­ety of f lavours and fra­grances. There are f inan­cial plan­ners who can as­sess your needs holis­ti­cally and can help you with the full range of your f inan­cial re­quire­ments for the full course of your life: from bud­get­ing, tax plan­ning, es­tate plan­ning, re­tire­ment plan­ning, and in­vest­ments (both to achieve spe­cific goals, such as fund­ing an ed­u­ca­tion or an in­come stream in re­tire­ment or to sim­ply max­imise your sav­ings po­ten­tial).

A truly holis­tic fi­nan­cial plan­ner should also be able to help you make de­ter­mi­na­tions about what you re­ally re­quire and, more im­por­tantly, what you don’t par­tic­u­larly when it comes to de­ci­sions around life’s pro­tec­tions such as: life in­sur­ance, in­come, health and property pro­tec­tions. Then there are other f inan­cial ad­vis­ers who spe­cialise in just one as­pect of fi­nan­cial plan­ning, such as your in­vest­ment needs, or the sale of a spe­cific as­pect of in­sur­ance.


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