Wealth Creation: Questions To Ask Your Financial Adviser
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Questions To Ask Your Financial Adviser
With World Financial Planning Day approaching, it is the ideal reminder to meet with your financial adviser and review your financial position. To help you prepare, Jaco Prinsloo, certified financial planner at Alexander Forbes, outlines some questions to ask:
Am I sufficiently covered?
Just like insuring your car against a loss or damage, you also need to insure your life and your ability to generate an income.
With World Financial Planning Day approaching, it is the ideal reminder to meet with your financial adviser and review your financial position. To help you prepare, Jaco Prinsloo, certified financial planner at Alexander Forbes, outlines some questions to ask:
Am I sufficiently covered?
Just like insuring your car against a loss or damage, you also need to insure your life and your ability to generate an income.
