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Do You Really Have A Financial Adviser or Agent?

October 08, 2011 | | Comments 0

Are You Confused and Overwhelmed By The Attractive Advertisements On Financial Products!

Can Your Really Trust The Banker Who Job-Hop Every 2 Years? Is Your Advisor Really A Genuine Adviser or Just Another Agent Who Can Only Advise On The Products They Have In Their Single Brand Shelves (Insurance Agent)?

Finally, Now You Can Have 100% Non-Sales Oriented Free Consultation Session On Almost All Financial Products Available In Singapore Market, No More Headache and Regrets


No More Salesman and Product Agents!

Being trusted successful financial advisers, our financial solutions must always create value for our clients. This is because the needs of our clients drive our business and not vice versa. Unlike our competitors, our business is not driven by cross-selling all and sundry, regardless of whether clients need them!

Being an independent adviser, our value proposition to our clients is unique.

Using our Wealth Management Process and Software, our advisers will ensure that your financial goals and objectives are achieved. We cover a complete scope of wealth management. They include:

1. Cash Flow and Budgeting
2. Income Replacement Planning
3. Children’s Tertiary Education Planning
4. Home Loan and Debt Financing
5. Retirement Planning
6. Savings and Investment Planning
7. Tax Planning
8. Estate Analysis and Planning

We are not only Certified Financial Advisor but are Individually Licensed by MAS as a Full-Time Financial Advisor Representative (For your information even your trusted banker and insurance agent who call themselves as a financial advisor don’t have this license from MAS, they are just another product sale person.)

The Monetary Authority of Singapore polices our compliance with the regulations, including the strict segregation of clients’ funds, and the qualifications and conduct of our employees and advisers. Clients are assured of the quality of financial planning services from New Independent’s team of professionals.

Our success has been driven by focusing on our clients’ needs.

We believe that good advice begins with attentive listening – listening to our clients as their needs evolve through their life-stages. It is by listening that we are able to create value for our clients from the onset and always thereafter.

Is Almost Impossible For Busy Person Like You To Go Through All The Products and Find The Best! And Your Insurance Agents Will Always Say Theirs Are The Best!

In today’s world, most people do not have the time to closely analyse their financial situation, ponder their financial future, or spend hours investigating to find out the best investment opportunities available.Over here we offers you the opportunity to provide you with the best investment solutions.

 

We are committed to helping all our clients to become totally financially independent and secure. With us as your advisor, there is no such thing as a “typical” client,because each person has his own individual needs, goals, concerns and aspirations. Some of the people we meet have saved capital and want a better return from it. Other have the capacity to save or “surplus income” that needs a better potential return than gained normally through a bank or building society account.

 

Each client requires – and receives – tailor-made financial services.

We are a 100% Pure Financial Consultation Firm Who OnlyAdvise According to our Clients Need & Want. Here You Can GetNon-Basie Advise from Us as We don’t Own Any Products Unlike Insurance Agents and Bankers.

 

As we are not tied to any single product provider we have the entire investment market at our disposal, and have trained personnel on hand to choose the absolutebest products on the marketplace at any one time. Our ethos is to select the best provider and most appropriate product for your specific financial circumstances.  

 Finally, you get all the above specialist services all for FREE, YES $0 Consultation Fee.

If You Are Not Interested In A Full-Financial Planning
(We respect that! )but rather  are looking for a plan or products, we will be right there for you too.

Give us a call and arrange for an appointment, tell us the products

 We will find the best plan in the market that best suit your need and want. 100% No Obligation if we cannot fulfill your requirements.

Filed Under: Featured

About the Author: Jack Lan is a Senior Financial Consultant License By Monetary Authority of Singapore Since 2004. He specialise in need base financial planning, retirement planning & investment planning. Please feel free to contact him for any enquiries or to arrange for a FREE 30 minutes consultation. jack@investmentsg.com or +65 91059260

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