What should I pay attention to a personal financial consultant?
A personal financial consultant
works for you and for your own good. His loyalty belongs to the client, not to
the products he/she sells. We feel that independence is truly the best way to
give objective advice to clients. As independent personal financial consultants,
we do not have restrictions or requirements for the use of any particular investment
product or solution. This allows us to create customized financial plans
designed to ensure the security and growth of financial resources for our
Do I have to personally meet a personal financial consultant?
It depends on what you need. We
can send you the complete questionnaire. Based on your answers we will be able
to prepare a customized personal finance plan specifically for you. If you need
more detailed information with a personal financial consultant, please call us
on +386 70 664 433, or write at email@example.com.
Why should I disclose so many personal information?
Think about visiting a doctor?
Without complete and completely accurate information, your doctor can not
prescribe the best treatment. The same applies to financial planning. To get
the best solution for your "financial health" you need to disclose
all the details.
How can I plan for the future if I do not have enough resources today?
Create a budget. Find out how
much you actually spend each month. There are fixed costs, such as rent, loan
repayments, etc., which are present every month and we can not change anything
in this regard. Variable items, such as food, clothing and entertainment, are
often those we do not think of. The solution is to create a balance sheet and
control the inflows and outflows of your assets.