Choosing a financial adviser
A financial adviser is someone you can trust. Money can be an emotional subject and it’s sometimes difficult to make rational decisions about how to take care of it. You need to partner with someone who will give you frank advice about how to achieve your financial goals. This week on Geldhelde, we took an in-depth look at the role of a financial adviser and the importance of trust in a client-adviser relationship.
How a financial adviser can help you
A financial adviser is a central part of any good financial plan. They will conduct a comprehensive overview of your financial needs and goals. They will also assist in structuring a portfolio of your investment and risk products that match both your income and life stage. On the previous episode of Geldehelde, aired on Monday at 19:30 on via.DStv channel 147, we unpacked the process of finding the right financial adviser, what to expect from their service and much more.
Partnering with a financial adviser
Momentum Metropolitan deputy CEO, Jeanette Marias, stresses the need to be honest with your adviser about your financial situation. After all, you’ll expect them to give you sound advice and draft your detailed financial plan based on your holistic financial picture.
What to expect from your first meeting with a financial adviser
Tips on how to choose a financial adviser
Reasons for having a financial adviser
