Financial Planner or finance planner will be old stuff nowadays for urban resident especially [in] this state's capital. Profession [in] that finance-related initially generating kerancuan [of] because likely profession of finance planner only there are [in] company of life insurance or just just public accountant office.
: [is] Latter, society more and more the that profession and ism also can go into effect [in] other finance industry as in company sekuritas by investment [is] management and banking with the division of wealth management. So that, have sepantasnyalah [of] if this profession later;then expand the totality financial sector. Cause, financial planning represent the approach for the need of base analysis, a[n approach [of] how to fulfill various finance requirement in life this.
Human being, always wish to fulfill entire/all finance requirement [of] since borne till enter a period of/to old wait. But, not many one who can arrange and fulfill the the requirement. For that, born all thinker mentioning x'self as financial planner to think out the finance requirement for a[n family. Start from requirement for its childs education fund, its invesment, its pension day and also heritage [of] when he have to leave a world of transient [of] ini.Begitu also with the financial audit service. However we require the analysis of report keuanngan.
Finance planner face the constraint [of] when a financial planner [in] one certain finance industry only market the product launched [by] its company.
Finance planner from insurance agent [of] because its mission [is] market its product. While for company sekuritas, hence the finance planner will only advise to just just invesment type client. And so do for the banking of. Finally, finance planner only make account of the its effort focus.
: [is] Well-Balanced.
Along of client come with all its requirement, a finance planner have to start its activity by asking its requirement. Requirement type [of] any kind of needed [by] for its family finance planning or for its business. Perhaps require the financial statement analysis, one of its office that is analyse the financial statement Jakarta.
A finance planner [do] not only suggest to its product [is] just just, but also strategy [of] how to join the requirement of insurance and invesment.
By termlife, meaning client [do] not have to pay [for] entire/all amount insured [of] equal to Rp 5 million, but enough about just 20%-nya or Rp1 million. While the rest which is equal to 80% saved [by] xself by consistence and discipline so that will yield the much more big invesment value compared to altogether to pay [for] the premium. Termlife, as does car insurance, so that [is] except that happened any hence money will char and this go into effect every year. So that, even so [is] not happened [by] the claim, hence number 20% [is] relative minimize and client [do] not lose.
That strategy [is] referred [as] [by] by term invest the rest. [There] no other;dissimilar strategy [is] which can defeat [it]. " By saving the rest consistently and discipline, nothing can't be done."
Any way, finance planner only limited to assisting to think out the Your finance planning, just part. more cause know the finance requirement as a whole [is] Your own. But, if You use the service of finance planner or for the problem of other finance like public accountant office, you Better be careful also some tips in the following [is]:
- Finance planner which can be trusted and downright. [Is] there any conflict of interest [of] [at] the that financial planner?
- You also have to care with Your own invesment and give the study. Remember the words of nobody cares about our money, but ourselves. Become, select;choose the financial planner which ever invite the You to always learn to have invesment.
- You have to recognize the risk profilling ownself.
You should be able to [do/conduct] the audit to finance [by] xself without having to exploit the service make an audit of. So, its moment for You to arrange the finance planning, [through/ passing] ownself or have recourse the financial planner.
Friday, February 6, 2009
Subscribe to:
Posts (Atom)