The Excellent Advisor
We believe that the excellent adviser will essentially act as a trusted mentor helping the client navigate the rough waters of financial planning. Here is a few of the benefits of using our services:
Work together to build a customized plan: Will help you design a customized comprehensive financial plan that suits your individual situation, taking into account your financial goals and needs.
Hold your hand: Many individuals make dramatic changes to their plan, on fairly regular basis, without notice. Failure to have a plan and/ or closely following your plan is one of the principal reasons for ultimate failure and poor financial health.
Act as a tutor: Will raise warning signs when you try doing things which might be hazardous to your financial health. As human beings we often get urges to act on emotion. Such actions often have negative financial consequences e.g. chasing hot returns and attempting market timing.
Keep you informed about the latest in the industry: We are constantly updating our knowledge about the latest trends in the industry, new products in the market and any changes in tax laws that might affect your personal situation.
Give you access to all products: We are committed to be unbiased and help you select the best product that will work best to achieve your goals, taking into consideration your risk tolerance and time horizon. As an independent planners, dealing with all financial institutions and knowledgeable about different products available in the market place, we promote a wide variety of products and services-rather than focusing solely on the wares of one "sponsoring" financial institution.
Are you saving enought?
Are you investing wisely?