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3 ReasonsWhy one might need a FINANCIAL ADVISOR?
“Money is the best deodorant.” – Elizabeth Taylor
www.thefundoo.com
BE WEALTHIER @BETTER ECONOMICS.1
A +2% annual impact (post advisor fee) on return over 25 years can make a difference of
more than +30% on your net worth. (Advisor can aid that by better asset allocation, healthy
investments/funds selection)
Think again, if you believe that advisor was a cost center.
Advisors invest in expensiveresearch/tools to create smartportfolios for their clients
It’s uneconomical for an individual to buysuch research. Free advice is unreliable.
BENEFIT FROM SCALE.2
Imagine getting the insurance claim when you/your family needed it badly, just because you had the right plan and servicing. Priceless… right?
The 0.x% discount on home loan, better pricing on wealth products, group benefits on real estate are many by-products of having a good advisor.
Advisors can help you get betterterms, better pricing, betterservicing. It matters.
Advisors and their groups negotiate onbehalf of thousands of customers. Youbenefit from the scale.
LEVERAGE EXPERTISE.3
Don’t do-it-yourself until and unless you are an expert. Insurance, investments, retirement planning, children education, Will etc. are all important but difficult to manage.
Outsourcing to financial expert is a healthy, wealthy and wise choice.
Advisors know financial healthmatters like doctors knowmedicine.
Advisors have relevant education andexpertise to guide clients through financialmatters.
I don’t need an advisor because…XI am an expert myself.
That’s fine. Stay on track, be objective.
Advice is freely available. It’s costly. Mis-selling?
Look at the benefits. Good advisors outnumber bad ones.
Much bad advice is given free.
Benjamin Graham
Generally, opinions are free. Qualified advice is not.
Beware of false knowledge; it is more dangerous than ignorance.
George Bernard Shaw
Accidents happen. Be careful but don’t stop driving; enjoy it.
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