Earlier this week, I metup with a Financial Planner for one of my critical illness policy-let’s call him “David”. David has been asking for a meet-up to review my financial planning needs as people in different stages of life have varying needs as he put it. We met-up at Ya Kun Toast Box. He went on to say that he is different from other financial planners as he don’t anyhow push products but rather listen to customers to know more about their needs before recommending them appropriate products.
1. Stop Investing Yourself and Leave It To Your Financial Planner To Manage For You.
Before long, David start talking about how his client lost over 30% in stock investing when this client went on holiday and forgot to place a stop loss standing order. Hence one should spend time on focusing on his/own jobs and family instead of doing investments
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