Tag: financial advisor
Focusing on the legacy you want to leave
We live in a society of instant gratification. Google and Uber have become verbs – showing how accessible it has become to find information instantaneously and get a taxi to your doorstep in minutes. Click for takeaway food. Download a movie. Shop online. We post or tweet and are instantly heard by hundreds or even thousands of people.
Annuity choices in retirement
As you approach retirement, one needs to decide the age you would like to retire at. More importantly, whether you can in fact retire with the available funds you have and if the income you will receive will sustain you for the rest of your life.
Is your financial advisor compliant?
An avalanche of regulations governing wealth management means that wealth managers have had to adapt their business models to remain compliant. With all the new rules and regulations in place it is important to ask your financial advisor certain questions to ensure they are compliant.
FEATURE | PROTECTING AND GROWING YOUR WEALTH
In this feature, we take a look at wealth creation and the protection of high net-worth individuals (HNWI) assets. With so many financial products available both locally and internationally how does one know what to invest in, when to invest and how much of one’s assets should be allocated to a particular investment product?
