“You have paid your adviser, whether a commission or a fee, to take care of your financial ‘plant’. Make sure you get what you deserve.”
In this episode, I will share a list of works you should (at least) expect from your wealth adviser who is helping you with your investments.
Important note: A good wealth adviser will help clarify and understand your need, ability and willingness to take risk.
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
Learn more about the book here.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Our Childhood Affects Our Money Decisions Today
2. Are You Getting the Best Value from Your Wealth Adviser?
3. A Stitch in Time Saves Nine – Do Both Annual Health & Financial Screening
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.