Posts tagged financial education courses
Why the World needs Financial Planners
Dec 16th
Who needs a financial planner?
Several weeks ago I rang a client to arrange a review of his investment portfolio. He and his wife have been retired for a few years now and are enjoying a comfortable retirement in a quiet seaside town. Like all good financial planners we have been keeping clients up to date with regular reports and newsletters.
The fallout from the global financial crisis and continued uncertainty has made most clients nervous about the security of their investments. It’s made financial planners even more nervous with falling investment values and fear of losing clients in such volatile markets. Read the rest of this entry »
How to Find the Best Financial Education Program
Oct 13th
Grow your nest egg
If you’re reading this then hopefully you are looking for a way to take control of your own finances by completing some form of financial education program. Perhaps you have sacked your financial adviser because he’s done such a crap job over the last couple of years and you reckon you can do a better job. Or maybe you’re just starting off and have decided to take responsibility for your financial future at an early stage. Read the rest of this entry »
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