Wednesday, September 26, 2007

Financial Planning Tips

Mr Tan!

Recently, I've been reading your blogs. It has really helped me alot in understanding the wise and prudent way to manage my finances. I'm quite sure many others would have similarly benefited much from it too.

MY REPLY

You can read the FAQs posted in my website. There is a link from my right panel called "Financial Planning Tips". You can also access the page here.
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2 comments:

Anonymous said...

If you are looking for someone to help you with your personal finance,
the first rule is to seek an adviser who knows how and will use a need based analysis approach.
The second rule is to make sure the first rule is executed.

September 27, 2007 10:03 AM
Anonymous said...

Yes , make sure the adviser analyse
your financial circumstances and needs before identifying the products. This is the correct approach.Take this seriously and don't make mistakes like many have suffered in the hands of insurance agents.Don't blame consumers,they don't know and agents exploit their ignorance.
Another safeguard is to spend time finding what the adviser can do and cannot do.Discuss what you want him to do for you or to identify your most pressing needs.After finding him trustworthy and competent you may want disclose information to help him to come up with a plan for you.
If the adviser is so eager to introduce you a product without doing the above you should not continue .The adviser is a product seller.

September 28, 2007 10:17 AM

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