Getting Started as a Financial Advisor
Based on a true story! Mr. Smith goes to his friendly insurance office to get some real financial advice. See what
Sunday, March 13, 2011
Saturday, March 12, 2011
Fee For Service Financial Planning
What is fee for service financial planning?
Fee for service financial planning is where a client pays their financial adviser a fixed fee for the services and advice they provide. Much like you would pay your mechanic to service your car.
Currently in Australia there are two main ways that financial planners are paid Commissions and Fee for Service:
Commissions - this is the most common form of remuneration for financial planners in Australia. It is where product providers or
Fee for service financial planning is where a client pays their financial adviser a fixed fee for the services and advice they provide. Much like you would pay your mechanic to service your car.
Currently in Australia there are two main ways that financial planners are paid Commissions and Fee for Service:
Commissions - this is the most common form of remuneration for financial planners in Australia. It is where product providers or
Thursday, March 10, 2011
AtOneGoFinancial.com launches a self-service financial planning portal.
Financial Planning is a very complex process and needs expert knowledge to develop a comprehensive plan that covers retirement planning, children education needs, insurance needs among other things. It can costs between RM1, 500.00 to a few thousand ringgit depending on the networth and the complexity of the individual financial resources.
Here AtOneGoFinancial.com we have turn this complexities into a very simple process where users with little financial knowledge is able to develop a comprehensive financial plan which covers the Goals Planning, Networth Statement, Cash Flow Statement, Projected Retirement Plan up to mortality, Education needs, Insurance needs, Asset KPI, Asset Analysis, Alerts, Cash Flow Quadrant Analysis and much more.
As a web based system, user will be able to dynamically change any assets profile and “What If” scenarios like Average Annual Return, Retirement Age, Projected retirement income, EPF returns, salary growth rate and etc to generate a new plan. Based on this scenario, users will know exactly what needs to be done to achieve the level of financial requirement for their retirement that they wish.
With this dynamic monitoring of all the financial assets and liabilities users will be able to know when a new investment will be able to provide the kind of expected returns or whether any current investment is falling below the expected level.
Our mission is to enable everyone to be a master of their own financial resources. We do it by providing the ability for them to LEARN, PLAN, TRACK, GROW, SAVE and EARN Money from our portal.
LEARN IT – the portal will have all the latest information (articles, newspaper cutting, eBook and etc) will be updated on a regular basis. We will also include news feed from sources like Google, CNN Money and Time Magazine). We will also have a listing of some of the current financial scam in the portal so that they can avoid it.
PLAN IT– The portal system will allow individuals and professional planners, the ability to develop comprehensive financial plan that subscribe to the international recognized and accepted 6 Steps Financial Planning Process.
TRACK IT – Users will have the flexibility to set Support and Resistance level of their investment in the system. On a daily basis, the portal is able to update the latest Bursa Malaysia shares and unit trust prices to be updated to the user’s portfolio automatically. The portal is also getting feed from RM Exchange rate, Crude oil prices, Gold and Silver prices and more to come. The portal will also send out reminders of their financial goals and also to do item base on expiry dates.
GROW IT - With the auto alert function, the system will sent to the user’s daily alert on the investment. Once the targeted prices are met the system will send an auto email alert to the user. With this critical information on hand, user can make calculated decision on whether to sell, buy or hold the investment. This will help them to maximize their returns and to cut losses before it is too late.
SAVE IT – Members of our portal will be able to enjoy rebates when they purchase any financial products such as Life assurance, General insurance, Unit trust investment, Mortgage Reduction, Wills and etc from our partners. We have more than 1,000 products and services for them to save money on.
EARN IT – For the enterprising members they can introduce the benefits of managing financial resources to their friends, associates and their relatives to join as a member in our portal. For every members referred, they will get 25% direct referral fees and that’s not all, they will also get it when their down line renewed their membership too.
They can also have the flexibility to promote the products and services of our partners and generate additional income for themselves.
With the information available, they can also choose from our panel of professional planners for details recommendation too. The planners will then be able to advice them accordingly for a fee which is much lower as the information is already up-to-date and there is no need to do any other detail on the asset and financial resources.
For more information please visit http://www.atonegofinancial.com/
Here AtOneGoFinancial.com we have turn this complexities into a very simple process where users with little financial knowledge is able to develop a comprehensive financial plan which covers the Goals Planning, Networth Statement, Cash Flow Statement, Projected Retirement Plan up to mortality, Education needs, Insurance needs, Asset KPI, Asset Analysis, Alerts, Cash Flow Quadrant Analysis and much more.
As a web based system, user will be able to dynamically change any assets profile and “What If” scenarios like Average Annual Return, Retirement Age, Projected retirement income, EPF returns, salary growth rate and etc to generate a new plan. Based on this scenario, users will know exactly what needs to be done to achieve the level of financial requirement for their retirement that they wish.
With this dynamic monitoring of all the financial assets and liabilities users will be able to know when a new investment will be able to provide the kind of expected returns or whether any current investment is falling below the expected level.
Our mission is to enable everyone to be a master of their own financial resources. We do it by providing the ability for them to LEARN, PLAN, TRACK, GROW, SAVE and EARN Money from our portal.
LEARN IT – the portal will have all the latest information (articles, newspaper cutting, eBook and etc) will be updated on a regular basis. We will also include news feed from sources like Google, CNN Money and Time Magazine). We will also have a listing of some of the current financial scam in the portal so that they can avoid it.
PLAN IT– The portal system will allow individuals and professional planners, the ability to develop comprehensive financial plan that subscribe to the international recognized and accepted 6 Steps Financial Planning Process.
TRACK IT – Users will have the flexibility to set Support and Resistance level of their investment in the system. On a daily basis, the portal is able to update the latest Bursa Malaysia shares and unit trust prices to be updated to the user’s portfolio automatically. The portal is also getting feed from RM Exchange rate, Crude oil prices, Gold and Silver prices and more to come. The portal will also send out reminders of their financial goals and also to do item base on expiry dates.
GROW IT - With the auto alert function, the system will sent to the user’s daily alert on the investment. Once the targeted prices are met the system will send an auto email alert to the user. With this critical information on hand, user can make calculated decision on whether to sell, buy or hold the investment. This will help them to maximize their returns and to cut losses before it is too late.
SAVE IT – Members of our portal will be able to enjoy rebates when they purchase any financial products such as Life assurance, General insurance, Unit trust investment, Mortgage Reduction, Wills and etc from our partners. We have more than 1,000 products and services for them to save money on.
EARN IT – For the enterprising members they can introduce the benefits of managing financial resources to their friends, associates and their relatives to join as a member in our portal. For every members referred, they will get 25% direct referral fees and that’s not all, they will also get it when their down line renewed their membership too.
They can also have the flexibility to promote the products and services of our partners and generate additional income for themselves.
With the information available, they can also choose from our panel of professional planners for details recommendation too. The planners will then be able to advice them accordingly for a fee which is much lower as the information is already up-to-date and there is no need to do any other detail on the asset and financial resources.
For more information please visit http://www.atonegofinancial.com/
The wrong financial advisor
Two clients discuss financial advice
Video Rating: 5 / 5
A personal financial advisor can make between 000 to 00000 a year based on experience and job performance. Learn about the salary and compensation for a personal financial advisor from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker:
Video Rating: 5 / 5
A personal financial advisor can make between 000 to 00000 a year based on experience and job performance. Learn about the salary and compensation for a personal financial advisor from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker:
Tom Strignano Money Management Ebook- A Comprehensive Course on Forex Risk And Money Management By A PRO Trader That You Shouldn't Miss!
The most important part of any trading system is the risk and money management. Many traders concentrate too much on the trading strategy with little focus on proper risk management. With proper risk and money management, your risk of ruin goes down exponentially.
Suppose, you are able to make a low risk 10% per month with 10% risk of losing with a trading system A. What this means is that out of 10 trades you make with trading system A, you will lose on average 1 trade. 10% monthly
Suppose, you are able to make a low risk 10% per month with 10% risk of losing with a trading system A. What this means is that out of 10 trades you make with trading system A, you will lose on average 1 trade. 10% monthly
Financial Planning Introduction
How do you make your life better? get more control? protect your family? Create a personal financial plan. Start here!
Video Rating: 5 /
Video Rating: 5 /
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