Wealth Manager

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FIVE WS IN FINANCIAL ADVICE
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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.

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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.

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Why you need a financial advice?

• Improve household Investments and savings
• Manage tax efficiently
• Help families get the appropriate insurance

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Why you need a financial advice?

• Financial advice when job changes occur
• Help in Retirement Planning
• Estate Planning for families

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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?

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What questions to ask your financial advisor?

• Are there affordable ways to do the same thing?
• How much will be at risk?

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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.

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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.paulcomstockpartners.com/pu
• lic/pag5.aspx.