We’re all capable of managing our lives well until we can’t. It might be a sudden accident, a bad financial decision came back to bite you, or by just sheer luck. That’s why insurance and Takaful exist, to make up for the ‘what if’s’ that could happen to us at any time.
But when financial troubles come, there is no ‘insurance’ for it, unless you plan for one yourself. Though, what is planning without knowledge, it’s like baking without a recipe, choosing a surgeon that didn’t go to medical school or even an engineer that doesn’t know their spanners from their screwdrivers. All these professionals we believe in gained our trust through many years of studying, practicing and improving themselves in their chosen craft to be the professionals they are today.
Now, apply that logic to your finances. Have you put in the time, effort and resources an Independent Financial Adviser has to fully comprehend the funds, investments, insurance or takaful policies and debt you’ve accumulated through the years from just ‘let’s just do this and see how it works later’?
Well, I have and it has become my passion to empower professionals and entrepreneurs like you to primarily get you out of debt, if any, and then set achievable plans to how you want your financial future to look like. Being independent means I’m impartial and see things as they are, as I’m not influenced by payroll, incentives and the other things agents claiming to be financial planners say.
As much as Uncle Google can help us, the capacity to connect the financial dots cannot be achieved by artificial intelligence or DIY.
The human touch is still vital, especially when it’s about your future and the many factors that will play into the bigger picture. As an Independent Financial Adviser, it is my job to show you what you can achieve first through the big picture, then after that the next steps to take whether it is investment, insurance or other well calculated measures.
Being unattached to a single institution gives me and you the freedom to cherry-pick from the best funds, investments and policies, be it locally or globally. As long as they can meet your future goals and contribute to your financial growth, we’ll be considering to partake in it for your overall financial planning.
Besides that, I have a whole slew of items that you may have not thought about just yet, which you can take into consideration for your own financial plan.