FIVE W’S IN FINANCIAL

ADVICE
 What is a financial advise?
A financial advise is an
advice rendered by a
professional financial
adviser or financial advisor
to businesses, individuals
and governments. It may
involve investment advice
that includes pension
planning, advice on life
insurance and other
insurances like critical
illness insurance, income
protection insurance and
advice on mortgages.
Who needs a financial advice?
Those individual who
needs help in
maintaining their
desired balance of
investment income,
acceptable level of
Risk and capital gains
by utilizing
appropriate
asset allocation.
Why you need a financial advice?
Improve household
Investments and
savings
Manage tax
efficiently
Help families get
the appropriate
insurance
Why you need a financial advice?
Financial advice
when job changes
occur
Help in Retirement
Planning
Estate Planning for
families
 What questions to ask your
financial advisor?
What is the training
background of the
advisor?
How your advisor
was able to get his
licensed
How much will it
cost you for asking
recommendation?
 What questions to ask your
financial advisor?

Are there affordable

ways to do the
same thing?
How much will be at
risk?
 When to seek financial advice?
If you think your
financial situation is
Not getting any better
and you want to save
your investments and
property then you
need someone who
can handle it well.
Where to find the best financial
advisor?

The net is the best

source in finding the
financial advisor that
you need. There is no
need for you to look
any further visit
http://www.paulcoms
tockpartners.com/pu
lic/pag5.aspx.