Will the real financial adviser please stand up?


IN my last column, I explained why the best approach to managing your personal finances in a holistic and comprehensive manner is to consult a financial adviser.

After reading the article, many people sought our views about financial advisory services they had received from various sources. They asked whether their unit trust agent or insurance agent, who claims to be a financial advisor, possessed the necessary knowledge and know-how.

Get 30% off with our ads free Premium Plan!

Monthly Plan

RM13.90/month
RM9.73 only

Billed as RM9.73 for the 1st month then RM13.90 thereafters.

Annual Plan

RM12.33/month
RM8.63/month

Billed as RM103.60 for the 1st year then RM148 thereafters.

1 month

Free Trial

For new subscribers only


Cancel anytime. No ads. Auto-renewal. Unlimited access to the web and app. Personalised features. Members rewards.
Follow us on our official WhatsApp channel for breaking news alerts and key updates!
   

Next In Business News

Minimal impact from new certification
PTP reaffirms spot as global leader in container terminals
Foong Mun Kong is new managing partner at KPMG
Bursa ends first trading day of 2025 on weak note
Awanbiru secures job extension
Changes in Value Partners board
Gamuda to gain from RM8bil Penang LRT project this month
EPIC wins major contract from PETRONAS
Peterlabs buys land for RM7.4mil
November air passenger traffic up

Others Also Read