3 Reasons Why You Need A Financial Planner In 2023
16 December 2022 | 6 mins read
Have you ever wondered why self medicate on financial terms is bad for your financial goals, even when there are tons of information available on the internet. Here are 3 reasons on why you need a Financial Planner in 2023 to kickstart your year and make realistic steps towards your financial goals!
About half of Singaporeans never consulted a financial planner
Without the proper treatment and medication on their financial “symptoms and prevailing conditions”, most of them will miss out of a well-structured financial plan as per expectations. You cant fix what you don’t know.
A medical checkup on your financial health
Just like how it’s not a good idea to self-medicate, you need a professional to diagnose your true financial situation. A discussion with a financial consultant is similar to seeing a doctor for a health checkup — while one is about physical health, the other is about financial health.
Achievable goals rather than an idea
It is important to know that working with information you find online or through your close friends might not give you the most accurate picture of your current financial situation. Speaking with a certified financial planner can guide you on how you should best invest your cash.
Identify the bigger picture of your current assets
A certified financial planner works together with you step-by-step to create a financial plan that suits your current lifestyle and future needs. The plan involves not just individually, but also for your closest kins as this is dependable on your goals.
A trusted advisor that works well and understand you
Just like going for a medical checkup, you trust the “doctor” to give you the best suited advise according to your situation. They help to create opportunities to better maximize returns on your resources.
DISCLAIMER: The contents including images, videos, audio and written texts found on the author’s social media page and other platforms does not constitute a research report and it does not have regard to the specific investment objectives, financial situation and particular needs of any specific recipient of this message. All material and content are strictly for informational purposes only. The contents posted should not constitute financial or investment advice and should not be considered as an offer, or solicitation, to deal in any of the securities or investment instruments mentioned in this message. The author may, from time to time, own or have positions in any of the securities mentioned or referred to in his content or any securities related thereto and may from time to time add to or dispose of or may be materially interested in any such securities. All thoughts are the author’s own.
Knowing where to start
Starting out on a clean slate with financial planning can be a daunting one, but there is always somewhere to start if you feel hesitant to speak with a financial consultant before doing any research. More often than not, you would already have some form of insurance protection before you know it. Arm yourself with the right information and start your financial planning process right!
If you are ready to kick start your financial planning review, reach out to us for a conversation.
Other Articles You Might Be Interested
