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Article: Choosing the right financial adviser
- Article from:
- New Straits Times
- Article date:
- August 5, 2007
- Author:
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Yap Ming Hui
New Straits Times
08-05-2007
Choosing the right financial adviser
Byline: Yap Ming Hui
Edition: New Sunday Times
Section: Main Section
IF you have decided on a professional adviser instead of doing it yourself, you need someone who is knowledgeable and with whom you feel comfortable divulging personal and confidential information.
The adviser should be trustworthy and has your best interest at heart in every recommendation he makes.
What do you want?
When choosing a professional, you need to decide what kind of service you want.
Are you looking for advice on estate planning or advice on tax, retirement and investment or both?
At one extreme, you might meet someone who focuses ...