Most individuals/families are unable to find quality time to research and manage their portfolios. Also, if time allows, we would rather spend quality time with family or focus on our career.
Besides that, there are various reasons why Financial Advisors are beneficial to us even though we are able to manage our own portfolios:
Investing with a financial advisor can provide several benefits, including:
1. Expertise: Financial advisors have the knowledge and experience to help you create a personalized investment plan that aligns with your goals and risk tolerance.
2. Diversification: Financial advisors can help you diversify your portfolio across different asset classes and sectors, which can help reduce risk and increase potential returns.
3. Professional guidance: Financial advisors can provide guidance and advice on various financial matters, including tax planning, retirement planning, and estate planning.
4. Regular monitoring and rebalancing: Financial advisors can help you regularly monitor your portfolio and make adjustments as needed to ensure it stays aligned with your goals and risk tolerance.
5. Emotional support: Making investment decisions can be stressful and emotional. A financial advisor can provide objective guidance and help keep you on track during volatile market conditions.
6. Access to exclusive investment opportunities: Financial advisors often have access to exclusive investment opportunities, such as hedge funds and private equity funds, that may not be available to individual investors.
There’s only 24 hours a day, 7 days a week, 52 weeks in a year.
By submitting this form, I confirm that
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》，鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料（例如姓名，证件号码，联系电话，邮寄地址，电邮地址和照片）。 该政策可在本公司网站上查寻，网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
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