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Tired of being confused and ripped off about investments and retirement planning? Is investment-linked insurance a savings plan? <hint: it's not. Don't believe them>. Are most "Sophisticated Investors" really knowledgeable? <answer: They are potential bank victims>. My ideal client is someone who either knows or willing to learn about the difference between pure investments and wealth management. I explain below (1) What can you expect NOT to get from me, and (2) the FEARS you should not feel when consulting with me. (Do read on below) If it's what you want, contact me via either WhatsApp at 018.369.8281 or email [email protected] What Can You Expect NOT to Get? You won't be pressured into hasty investment decisions. There’s no high pressure tactics causing you anxiety and stress. Your financial goals will be aligned. You won't experience a loss of control. All relevant information will be tabled to you, allowing you to make a considered decision and be able to continuously monitor your investment over time. You will not be overconfident. You will feel empowered. I will encourage you to do your own research on the recommendations. You won't fear the lack of support if you decide to invest with me. There will be follow up consultations updating you the situation and progress of your investments. 5 Fears You Should NOT Feel When Consulting With Me 1. Fear of Being Swamped You should never feel overwhelmed by information about various investment products and their features. Explanations should be clear with no misunderstanding. 2. Fear of Being Misled A valid fear - being mislead into an investment with exaggerated potential returns that's unsuitable to your goals and risk tolerance. 3. Fear of Hidden Costs Investment products sold to you by banks usually have embedded a price differential the bank makes. It is never disclosed to you. 4. Fear of Losing Money It's understandable the fear of losing money. The fear is magnified if you aren’t informed the associated risks or the suitability of the investment product as per your goals. 5. Fear of Lack of Flexibility What happens when circumstances change? Most complicated sophisticated investor products are rigid in the maturity period. The penalties for breaching terms can be great. Responsible advisers provide several pathways before any investments are carried out. This makes adjustments easier if a change in plans occur. ————————————————— * Do you think we are a match? * * WhatsApp/Call 018.369.8281 * ————————————————--
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