Make Money Work For You - Financial Planners

Do you need a Financial Planner?

A financial planner is someone who can give you advice on matters relating to saving, investing, taxes, insurance, household money management, real property management and retirement.
If you are still in the Start-Up or Build Up Stage, it is better that you first understand the basic financial principles before hiring a financial planner.

A financial planner should be able to help you come up with the following:
  • Prepare your Statement of Assets and Liabilities (SAL)
  • Help you come up with a Budget
  • Allocate your assets to ensure diversity
  • Make sure that you have sufficient insurance for yourself, your family, and your properties.
  • Keep your tax payments at the lowest cost within the law.
  • Plan for your retirement and your children's education.
  • Help you prepare legal documents to protect your financial interests while you are living
  • Prepare a plan for your heirs in the event of your death.

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