In the Philippines, it is hard to get financial advice especially the low financial literacy of the Filipinos comparing to other neighboring countries such as Singapore.
In this regard, some individuals take advantage of this scenario which affects their future, affecting the quality of the life or even destroy their portfolio.
People working for institutions such as Insurance or banks' claims they care for their clients, however you have to ask yourself. Can you tell the client 100% disadvantage of your product? Or can you tell the client they don't need it? Or even give advice without buying the product? The main objective is to sell the product to you. It's hard to accept but it is a fact.
1. Knowing the complete Truth.
Independent Financial advisers tell the truth including the disadvantage of the product or investment. They give you alternative in reaching goal.
2. Have a vast knowledge in all your investments.
Real Independent Financial advisers have a vast and wide knowledge in different investment you have. From equities to your business, they make sure everything is aligned to your goals and objectives in life.
Related Topics:
* Know SJF Business Management
* Benefits of Wealth Management
* Understand your goals in life
3. They give you advice without getting a commission when you buy or invest.
Real Independent Financial advisers give you advice even though you don't buy any product. Conditions such as "free financial plan" or "we will teach you how to reach your goals" when you buy their product are top signs they are brokers selling you a product. Real Independent Financial advisers double check your current status before acquiring an investment. They don't look for your portfolio on how they can put the product in your product.
4. They put your interest first.
Real independent Financial advisers search for ways how you can reach your goals and look what is best for you. They look for alternatives that is comfortable for the client and offers different alternatives such as opening business ventures, real estates or even investment abroad.
Before, only high net worth individuals can afford Independent Financial Advisers . Some individuals even travel abroad to acquire independent and real financial advice from independent firms.
Now, new groups such as San Jose Financial Wealth Management Group which offers unbiased financial advice and planning on how you can achieve your goals in life, aligning your goals and objectives with your overall financial status. From your investments to your debts, SJF helps you plan your goals in life and find alternative on how you can achieve our dreams in life. A group of professional people helping you reach your goals in life.
Talk to your SJF Wealth Manager for a FREE 1 HOUR Consultation and see the difference.
Helpdesk (+632 798.8111)
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