How often do you need to talk to an independent financial advisor?

Those that are investing and saving for their future in golden years are doing somewhat well. Just because a retirement plan starts off in the right direction it does not mean it will end up as hoped for. Throughout the period, mistakes or changes in circumstances can significantly impact even those plans that were well thought through. Instead of hoping for the best it is recommended to seek professional independent advice at least once a year which could help you consider potential down falls and act appropriately when it’s needed the most.

Far too often being too busy with our daily routines and leaving the financial planning for later on to be sorted can impact what will happen in the future and neglecting the future today is an often mistake for which the people start to regret at the time when it can be a bit too late. But there is always a light at the of the tunnel which starts with ,

  • Review – have a sit down and look through your own personal circumstances and see if you are doing well or well enough
  • Seek – if the above becomes overwhelming then seek an advice which usually starts with asking those that are close to you of who they may know to help you do this
  • Discuss – discuss what options you may have that is relevant to you and your circumstances
  • Action – take an action on the tactics, options or financial strategies to start with

Over the next few weeks I will start by addressing various points whether it is the customer’s perspective or what the financial planning may potentially mean to you, for further information about your personal circumstances feel to contact me to discuss your needs

大城祐子 • コンサルタント

Leave a Reply

Your email address will not be published. Required fields are marked *

%d bloggers like this: