In general, each individual is doing some forms of financial planning in their life. He or she will save some money, buy some insurance, buy some shares, invest in unit trusts and properties, and buy many other things like gold, silver, wine and Chinese tea that they believed the value will appreciate in the future. However, some do not even invest in anything at all. Maybe just savings in the bank. Why?
The question is, is he or she really efficient use of the scarce resource of money? Is he or she buying the correct things? Will they meet his or her future needs? Is inflation being considered? In fact, everyone knows the questions and most of them will only to wonder how? Why?
In the past, there is no such profession as Financial Planner. So we will try our very best to do the financial planning ourselves as mentioned above. So who is this Financial Planner then? Well, I will consider the Financial Planner is a professional hybrid of Accountant, Economist and Lawyer professions combination.
Do you know that, the Financial Planner has to pay professional license fee, financial planning association membership fee, continue education fees, company license fee, and some even pay agent fee? They pay their fees just like any of the familiar Professionals. Why then the Financial Planner is not paid fee for their service? So, is it fair to the Financial Planner? Is Financial Planner not accepted, recognized or appreciated? Why?
About Me
- Stanley Choong
- Kuala Lumpur, Malaysia
- I help people to add values to the meaning of better life, to achieve financial freedom, and to manage risks. You are welcome to submit your needs for quotes.
