Finding the right financial advisor can help you in more ways than one. A competent financial advisor can not only help you in saving money for your future
2. • Finding the right financial advisor can help you in more ways than
one. A competent financial advisor can not only help you in saving
money for your future, but also advise you on the right plans and
policies that you should invest in, to save your money wisely.
• This is particularly important when you are an ex-pat and want to save
your hard earned money in a foreign land.
• With a number of independent financial advisors and financial
assistance service providers, it may get a little difficult to pick out the
right person for the job.
• However, here are a few tips that can help you get through this
mammoth task easily and effectively:
3. Types of financial advisors
• Choosing from the multitudes of financial advisors available in
the market today is not an easy task. However, to pick out the
right person it is important that you understand how they
function.
• You will find advisors who have single or multiple tie ups with
companies. These advisors will offer you solutions that are
available with the companies that they represent. The best
option would be to pick someone who is independent.
• This ensures that his services are tailored to your needs and he
offers you the best deal from the market, without allegiance to
any particular company. So, be it personal loans in Dubai or
an insurance policy, your advisor will offer you the best advice.
4. Scan for recommendations
• You can find a list of the top financial advisors in Dubai on
the Internet. You can also check with your friends and family
for references.
• Once you have the list in place, scan for recommendations
and understand the track record of the candidate.
• This will help you get a fair idea of which advisor suits your
requirements the best.
5. Check for credentials and track record
• You may even want to go through the credentials of the
person in question. After all it is your money that you would
be entrusting a third party and you would want to get the
best out of the person you are hiring.
• From Dubai car insurance to investing money in property, a
financial advisor will be the guiding force behind all your
investments. Pick an advisor you are comfortable with. Also,
make sure you understand his payment modalities well.
• Keeping all these factors in mind, you will be able to find
the right person for advising you on your financial planning.
Getting the right candidate means you can rest assured
about your money spends and investments.