Question 1

What is a Personal Financial Consultant?

Accepted Answer

Personal Finance Consultation takes place when the client decides that he/she wants to start the journey of financial planning or managing money in a more efficient manner. This is needed to be able to reach one or multiple financial aims in their life. Typical financial aims such as preparing for the marriage, children’s tertiary/university education, starting a business, retirement (life post work) and the all crucial planning for the different stages of ageing.

Question 2

Why is Personal Finance Consultant important to you?

Accepted Answer

We, the consultants, have the right skills and training to be able to understand your needs and financial aims. This way we can tailor a plan (be it investment plan, insurance plan or estate plan) specially for you which will fit into your current stage of life.

Question 3

When should I start my consultation?

Accepted Answer

You can start this at any time once you are gainfully employed or have some sort of income. Simply put, once you start earning money. There is no age prerequisite for this.

Question 4

Is Personal Finance Consultaion a one-off disccusion?

Accepted Answer

Like any meaningful working relationships, you will continue to have many discussions into the future as your position or situation changes. We normally have annual reviews with our clients about their progress and portfolios.

Question 5

Do I need to be rich or wealthy to start my personal finance consultation?

Accepted Answer

No, there is no need to be wealthy to start this consultation however it is important to have at least some sort of income to plan for the financial future.

Question 6

How should I start my Personal Finance Consultation?

Accepted Answer

Contact us today via our contact page and we will get back to you. Check out our consultant page for the list of consultants and their field of expertise.