Hi!
Welcome to my BLOG. From time to time I will update the blog to look at different aspects of investments and finance.
As my first blog, I would like to write about key living objectives when meeting with a financial adviser. In most cases perspective clients come to me with specific financial questions. This is usually done in the primary information collection meeting after the engagement. Rather than discuss specific financial questions, it would be better to tell me about what you want to achieve ie life objective that sits behind the financial questions. This is because there are more than 1 strategy available usually to meet the objective.
The strategies might entail simple savings strategies (eg holidays and purchase of a vehicle) or multi year/multi product strategies eg to create a steady income during the long period of retirement. Also if you are self employed, we can develop tax effective strategies for savings and investments.
Hopefully, my blog will include items of interest to you and if you need to know more, send me an email or call me.
Alan
P.S. I am part of a business network that meets every week. We welcome visitors. If you’re interested, let me know and I’ll send you details.
